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

Moderately High
27 yrs 2 monthsStarted on:28 Feb 1993
₹ 2905.72 Cras on: 01 Apr 2020
Long Term Horizon
2.05%
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)

SIP Returns

TenureReturns (CAGR)
10 YR5.64

Portfolio

Company Name% Assets
ICICI Bank Ltd.4.96
Axis Bank Ltd.3.72
AU Small Finance Bank Ltd.3.68
Bharti Airtel Ltd.3.6
State Bank of India3.59
Indian Hotels Co. Ltd.3.44
JK Cement Ltd3.37
HDFC Bank Ltd.3.24
Infosys Ltd.3.22
Relaxo Footwears Ltd.3.12

Top Sectoral Holdings

Sector Name% Assets
Financial25.6
Construction10.07
Automobile9.9
Engineering8.99
Services6.97
Healthcare6.25
Textiles5.71
FMCG5.33
Technology4.6
Chemicals3.73

Indicators

LabelValue
Portfolio turnover ratio75
Standard Deviation20.71%
Beta0.99%

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