SBI Large & Midcap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Large & Midcap Fund Growth Fund Overview
SIP ₹100 & Lump. ₹5000
₹40,499 Cr
N/A
1.65
For exit on or before 30 days from the date of allotment - 0.10%.For exit after 30 days from the date of allotmentNil.
Nifty Large Midcap 250 Total Return
SBI Large & Midcap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.05 | -1.02 | 2.98 |
| 6M | -5.88 | 1.22 | 16.19 |
| 1Y | -6.54 | 2.71 | 40.44 |
| 3Y | 10.76 | 13.63 | 87.68 |
Portfolio Analysis
- Equity: 96.14%
- Debt: 3.86%
- Others
About Fund SBI Large & Midcap Fund Growth
SBI Large & Midcap Fund Growth managed by SBI Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹40,499 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.65. Under the expert guidance of Saurabh Pant ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Saurabh Pant
Mr. Saurabh has done B.Com, MBE, C.F.A(USA) Level III candidate. He has over 4 years experience in Indian capital markets in the capacity of research analyst: From May 2007 to June 2011 - as Research Analyst with SBI Funds Management Pvt Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Large & Midcap Fund Growth | 4 | 42,834 CR | 1.76 |
| Union Large & Midcap Fund Growth | 1 | 968 CR | 2.57 |
| SBI Large & Midcap Fund Growth | 4 | 40,498 CR | 1.65 |
| Principal Emerging Bluechip Fund Growth | 4 | 3,124 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Large & Midcap Fund Growth | -7.2086 | 33.6369 |
| This FundUnion Large & Midcap Fund Growth | -3.1037 | 35.5932 |
| This FundSBI Large & Midcap Fund Growth | -6.5426 | 35.89 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
SBI Large & Midcap Fund Growth FAQs
- 1 Month : -5.05%
- 6 Months : -5.88%
- 1 Year : -6.54%
- 3 Years : 10.76%
