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

Moderately High
26 yrs 8 monthsStarted on:28 Feb 1993
₹ 2659.4 Cras on: 18 Oct 2019
Long Term Horizon
2.08%
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)
YTD2.47
1 Month6.01
1 YR8.50
2 YR3.31
3 YR6.98

SIP Returns

TenureReturns (CAGR)
1 YR4.61
2 YR2.09
3 YR5.05
5 YR7.62
10 YR12.56

Portfolio

Company Name% Assets
Axis Bank Ltd.5.91
ICICI Bank Ltd.5.71
HDFC Bank Ltd.5.54
Indian Hotels Co. Ltd.3.91
Larsen & Toubro Ltd.3.6
State Bank of India3.56
PI Industries Ltd.3.08
Infosys Ltd.3.03
Jubilant FoodWorks Ltd.2.94
JK Cement Ltd2.79

Top Sectoral Holdings

Sector Name% Assets
Financial32.54
Construction12.2
Engineering9.43
Services7.62
FMCG6.66
Automobile5.66
Energy5.54
Technology5.4
Healthcare4.16
Chemicals3.47

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation13.51%
Beta0.89%
Sharpe Ratio0.16

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