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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹609.0812 -0.77%
As on 06-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
SBI Large & Midcap Fund
|
|
|
Very High
|
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1.62 |
|
|
|
Very High
|
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1.58 |
||
|
|
Very High
|
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1.67 |
||
 |
|
Very High
|
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1.71 |
||
|
|
Very High
|
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1.83 |
₹27,382 Cr
0.10 (30)
5,000
500
500
12
Investment Strategy
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By Value Research
1 min read•By Value Research
SBI Large & Midcap Fund is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Large & Midcap Fund fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Large & Midcap Fund is ₹609.0812 as of 08-Sep-2024.
The AUM of SBI Large & Midcap Fund Fund is ₹27,382 Cr as of 31-Jul-2024
The riskometer level of SBI Large & Midcap Fund is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.05
|
|
|
4.18
|
|
|
3.28
|
|
|
2.93
|
|
|
2.87
|
As of 31-Jul-2024, SBI Large & Midcap Fund had invested 95.81% in Equity and 4.19% in Cash & Cash Eq. See More
SBI Large & Midcap Fund is 31 years 6 months old. It has delivered 15.39% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
32.86%
|
20.28%
|
24.23%
|
17.13%
|
16.28%
|
15.39%
|
No, There is no lock in period in SBI Large & Midcap Fund.
The expense ratio of SBI Large & Midcap Fund is 1.62.
Mutual Funds 
SBI SBI Large & Midcap Fund
