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

Moderately High
26 yrs 7 monthsStarted on:28 Feb 1993
₹ 2511.15 Cras on: 22 Aug 2019
Long Term Horizon
2.25%
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 YR1.30
3 YR5.32

SIP Returns

TenureReturns (CAGR)
3 YR0.04
5 YR4.87
10 YR11.32

Portfolio

Company Name% Assets
ICICI Bank Ltd.5.92
HDFC Bank Ltd.5.38
State Bank of India4.63
Axis Bank Ltd.4.03
Indian Hotels Co. Ltd.3.71
Larsen & Toubro Ltd.3.59
Thermax Ltd.3.28
Infosys Ltd.3.16
Muthoot Finance Ltd.2.83
Jubilant FoodWorks Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial30.48
Construction14.01
Engineering10.63
Services8.71
FMCG6.5
Technology5.8
Energy5.46
Healthcare3.28
Communication2.92
Chemicals2.78

Indicators

LabelValue
Portfolio turnover ratio67
Standard Deviation13.14%
Beta0.87%
Sharpe Ratio0.15

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