- Mutual Funds
- SBI Mutual Fund
- SBI Large & Midcap Fund (PIDCW-A)
Formerly SBI Large & Midcap Reg DP
SBI Large & Midcap Fund (PIDCW-A)
₹ 235.1248
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 235.1248
NAV (Apr 18)
Fund Returns
Last 1Y | 32.1% |
Last 3Y | 22% |
Last 5Y | 18.4% |
Last 10Y | 17.4% |
Since Inception | 15% |
6 Month CAGR | 15.1% |
Scheme Information
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.
Expense Ratio | 1.67 |
Launched (31y ago) | Feb 28, 1993 |
AUM in Crores | 21270.031 |
ISIN | INF200K01289 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.5 |
Standard Deviation (5yr) | 19.6 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.96 |
Sharpe Ratio (3yr) | 1.185 |
Sharpe Ratio (5yr) | 0.704 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Large & Midcap Fund (PIDCW-A) | 11,65,208 | 4,32,596 | 18.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
treps
4.5%hdfc bank ltd
4.4%reliance industries ltd
4.3%icici bank ltd
3.8%state bank of india
2.9%Allocation by Sector
financial services
20.3%consumer cyclical
16.2%industrials
13.1%basic materials
11.6%healthcare
10.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
SBI Large & Midcap Fund (PIDCW-A) Review
SBI Large & Midcap Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15% over a period of 31 years. The fund was previously known as SBI Large & Midcap Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Saurabh Pant.
Nav of SBI Large & Midcap Fund (PIDCW-A) as of 4/18/2024 is ₹235.12 with the total AUM as of 4/19/2024 is ₹21270.031. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Large & Midcap Fund (PIDCW-A) was launched on Feb 28, 1993. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Large & Midcap Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Large & Midcap Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.
SBI Large & Midcap Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 32.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Large & Midcap Fund (PIDCW-A).
Frequently Asked Questions
What is SBI Large & Midcap Fund (PIDCW-A)?
How to invest in SBI Large & Midcap Fund (PIDCW-A)?
You can invest in SBI Large & Midcap Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Large & Midcap Fund (PIDCW-A)?
The minimum sip amount for SBI Large & Midcap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Large & Midcap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, SBI Large & Midcap Fund (PIDCW-A) is a Top Ranked fund. You can investSBI Large & Midcap Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Large & Midcap Fund (PIDCW-A)?
The expense ratio of the SBI Large & Midcap Fund (PIDCW-A) is 1.67% for regular plan.