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

Moderately High
27 yrs 1 monthsStarted on:28 Feb 1993
₹ 2978.49 Cras on: 25 Feb 2020
Long Term Horizon
2.15%
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)
YTD4.61
3 Month5.22
1 YR15.53
2 YR5.30
3 YR10.23

SIP Returns

TenureReturns (CAGR)
1 YR16.43
2 YR10.14
3 YR8.41
5 YR9.8
10 YR13.44

Portfolio

Company Name% Assets
Bharti Airtel Ltd.4.05
ICICI Bank Ltd.3.88
Indian Hotels Co. Ltd.3.54
AU Small Finance Bank Ltd.3.29
HDFC Bank Ltd.3.29
JK Cement Ltd3.28
Relaxo Footwears Ltd.3.22
Jubilant FoodWorks Ltd.2.98
Kotak Mahindra Bank Ltd.2.84
State Bank of India2.67

Top Sectoral Holdings

Sector Name% Assets
Financial24.11
Construction10.39
Engineering9.82
Services8.37
Automobile7.14
Energy5.84
FMCG5.66
Healthcare4.94
Textiles4.86
Communication4.05

Indicators

LabelValue
Portfolio turnover ratio70
Standard Deviation12.43%
Beta0.86%
Sharpe Ratio0.53

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