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

Moderately High
26 yrs 10 monthsStarted on:28 Feb 1993
₹ 2753.29 Cras on: 10 Dec 2019
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)
YTD4.29
3 Month7.55
1 YR9.03
2 YR1.34
3 YR10.38

SIP Returns

TenureReturns (CAGR)
1 YR5.56
2 YR3.5
3 YR5.21
5 YR7.74
10 YR12.57

Portfolio

Company Name% Assets
ICICI Bank Ltd.4.02
Bharti Airtel Ltd.3.94
HDFC Bank Ltd.3.63
Indian Hotels Co. Ltd.3.46
Larsen & Toubro Ltd.3.08
State Bank of India3.04
AU Small Finance Bank Ltd.3.04
Jubilant FoodWorks Ltd.3.03
PI Industries Ltd.3.01
JK Cement Ltd2.91

Top Sectoral Holdings

Sector Name% Assets
Financial27.64
Construction10.65
Engineering9.99
Services8.74
Energy7.92
Automobile6.24
FMCG5.65
Healthcare4.33
Chemicals4.21
Technology3.94

Indicators

LabelValue
Portfolio turnover ratio71
Standard Deviation12.68%
Beta0.86%
Sharpe Ratio0.46

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