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  • SBI Large & Midcap Fund (RIDCW-A)

Formerly SBI Large & Midcap Reg DR

SBI Mutual Fund

SBI Large & Midcap Fund (RIDCW-A)

EquityLarge & Mid Cap
Top Ranked

258.7158

NAV (Jun 14)

21%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

258.7158

NAV (Jun 14)

Fund Returns

Last 1Y
35.5%
Last 3Y
20.7%
Last 5Y
21%
Last 10Y
16.9%
Since Inception
15.3%
6 Month CAGR
17.8%

Scheme Information

Investment Objective

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
1.64
Launched (31y ago)
Feb 28, 1993
AUM in Crores
23443.386
ISIN
INF200K01297
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.7
Standard Deviation (5yr)
19.7
Beta (3yr)
0.85
Beta (5yr)
0.97
Sharpe Ratio (3yr)
1.118
Sharpe Ratio (5yr)
0.745
YTM
0
Fund Managers

Saurabh Pant

Fund Manager

Mohit Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Large & Midcap Fund (RIDCW-A)70%12,50,354 5,17,74221%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-14

Top Stock Holdings

hdfc bank ltd

4.2%
4.2%

reliance industries ltd

3.8%
3.8%

icici bank ltd

3.5%
3.5%

state bank of india

3.3%
3.3%

hdfc asset management co ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

21.5%
21.5%

consumer cyclical

15.7%
15.7%

industrials

14.1%
14.1%

basic materials

14%
14%

healthcare

10.2%
10.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 691,539 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

20.7%

18.3%

16.3%

12.5%

25.2%

17%

27.6%

13.9%

SBI Large & Midcap Fund (RIDCW-A) Review

SBI Large & Midcap Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.3% over a period of 31 years. The fund was previously known as SBI Large & Midcap Reg DR. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Saurabh Pant.

Nav of SBI Large & Midcap Fund (RIDCW-A) as of 6/14/2024 is ₹258.72 with the total AUM as of 6/16/2024 is ₹23443.386. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Large & Midcap Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 35.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Large & Midcap Fund (RIDCW-A).

Frequently Asked Questions

What is SBI Large & Midcap Fund (RIDCW-A)?

SBI Large & Midcap Fund (RIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Large & Midcap Fund (RIDCW-A)?

You can invest in SBI Large & Midcap Fund (RIDCW-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 (RIDCW-A)?

The minimum sip amount for SBI Large & Midcap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Large & Midcap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, SBI Large & Midcap Fund (RIDCW-A) is a Top Ranked fund. You can investSBI Large & Midcap Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the SBI Large & Midcap Fund (RIDCW-A) is 1.64% for regular plan.