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Historical NAV
₹ 358.5859
NAV (Dec 6)
Fund Returns
Last 1Y
40.7%
Last 3Y
20%
Last 5Y
17.1%
Last 10Y
17.5%
Since Inception
17.9%
6 Month CAGR
11%
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.
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.
SBI Funds Management Private Limited manages assets worth 462,975 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About SBI Large & Midcap Fund (G)
About SBI Large & Midcap Fund (G)
SBI Large & Midcap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 17.9% over a period of 16 years. The fund was previously known as SBI Magnum Multiplier Fund Reg Gr . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Saurabh Pant
SBI Large & Midcap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.
SBI Large & Midcap Fund (G) NAV,AUM,Risk
The SBI Large & Midcap Fund (G) fund was launched on May 25, 2005. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-06 is ₹358.59. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹5368.305. The category risk of the SBI Large & Midcap Fund (G) fund is Very High Risk. The fund charges 2.03 % as expense ratio.
SBI Large & Midcap Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 94.7% in this asset class. The top three holdings of the fund are , page industries ltd , icici bank ltd , hdfc bank ltd , treps , state bank of india , nuvoco vista corp ltd , bharti airtel ltd , infosys ltd , indian hotels co ltd , relaxo footwears ltd , sona blw precision forgings ltd , g r infraprojects ltd , itc ltd , bharat forge ltd , emami ltd , kotak mahindra bank ltd , minda industries ltd , sheela foam ltd , ashok leyland ltd , reliance industries ltd , sbi life insurance company limited , ingersoll-rand (india) ltd , icici lombard general insurance co ltd , muthoot finance ltd , icici prudential life insurance company limited , kirloskar oil engines ltd , torrent power ltd , triveni turbine ltd , balkrishna industries ltd , natco pharma ltd , brigade enterprises ltd , max healthcare institute ltd ordinary shares , ajanta pharma ltd , indian bank , zydus wellness ltd , wabco india ltd , sun pharmaceuticals industries ltd , hcl technologies ltd , fortis healthcare ltd , privi speciality chemicals ltd , lemon tree hotels ltd , ahluwalia contracts (india) ltd , gail (india) ltd , ganesha ecosphere ltd , steel authority of india ltd , abbott india ltd , goodyear india ltd , andhra paper ltd , torrent pharmaceuticals ltd , abb india ltd , cummins india ltd , control print ltd , prataap snacks ltd , container corporation of india ltd , margin amount for derivative positions , net receivable / payable , tech mahindra ltd
SBI Large & Midcap Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
SBI Large & Midcap Fund (G) Investment volatility and Horizon
This fund 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 IISL Nifty LargeMidcap 250 TR INR
SBI Large & Midcap Fund (G) Review
SBI Large & Midcap Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance.
As compared to the other funds in its category, SBI Large & Midcap Fund (G) has a score of 4 out of 5
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
