SBI Large & Midcap (Equity, Equity Large & Midcap)

Moderately High
25 yrs 12 monthsStarted on:28 Feb 1993
₹ 2352.36 Cras on: 15 Feb 2019
Long Term Horizon
2.28%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR8.44
3 YR13.10

SIP Returns

TenureReturns (CAGR)
3 YR4.97
5 YR8.5
10 YR13.19

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.42
Infosys Ltd.5.07
Axis Bank Ltd.4.61
HDFC Bank Ltd.4.42
Indian Hotels Co. Ltd.3.93
State Bank of India3.74
Divi's Laboratories Ltd.3.2
ITC Ltd.3.2
Jubilant FoodWorks Ltd.2.94
Exide Industries Ltd.2.89

Top Sectoral Holdings

Sector Name% Assets
Financial24.54
Healthcare12.11
Engineering10.4
FMCG8.27
Technology8.18
Services7.93
Energy7.31
Construction6.36
Automobile2.78
Textiles2.75

Indicators

LabelValue
Portfolio turnover ratio85
Standard Deviation14.72%
Beta0.91%
Sharpe Ratio0.4

Saurabh Pant

Mr. Pant is a B.Com (H), MBE and CFA (Level III).
He has been associated with SBI Mutual Fund since 2007.

Other Funds Managed by Saurabh Pant