SBI Mutual Fund

SBI Large & Midcap Fund Direct Plan Growth

₹ 632.44

NAV (Apr 21)

28.363%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

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

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Scheme Information

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.

Expense Ratio
0.84 %
Launched
-
AUM in Crores
29416.4
ISIN
INF200K01UJ5
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13
Beta
0.9
Sharpe Ratio
0.8
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

6.05%
6.051%

Others

4.26%
4.257%

Reliance Industries Ltd.

4.18%
4.178%

ICICI Bank Ltd.

3.28%
3.283%

State Bank of India

2.93%
2.931%
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Allocation by Sector

Financial

26.91%
26.910746%

Healthcare

11.92%
11.915669%

Materials

7.6%
7.600272%

Automobile

7.57%
7.565951%

Technology

7.51%
7.506458%
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Frequently Asked Questions

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