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SBI Large & Midcap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
Top rated fund from 208 Large & Mid-Cap
More top rated funds
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
01 Jan 2013
12.4 years ago
Lock-in Period
No lock-in
NAV
as of 13 May 2025
₹639.12
-0.5627% (-3.60)
AUM
₹30,133 Cr
Expense ratio
0.75%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.1%
If units sold after 30D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Healthcare
Industrials
Fund Managers
Saurabh Pant
Experience: 8.66 yrs • Total AUM: 7,41,899 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Market capital
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,41,692 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
25.00%
Expense ratio
1.02%
Returns vs category
Risk vs category
Kotak Equity Opportunities Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
23.11%
Expense ratio
0.57%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.95%
Expense ratio
0.66%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.33%
Expense ratio
0.61%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.