SBI Large & Midcap Fund -Direct Plan -Growth
Expense Ratio: 0.73
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹37,290.06 Cr
Performance
1Y
Fund-1.46%
Cat. Avg.-1.53%
2Y
Fund0.68%
Cat. Avg.-0.29%
3Y
Fund11.86%
Cat. Avg.12.73%
5Y
Fund11.44%
Cat. Avg.10.89%
10Y
Fund14.11%
Cat. Avg.13.84%
SI
Fund15.82%
Cat. Avg.12.33%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd. | 3032.21 | 7.42% |
| 2 | Axis Bank Ltd. | 1480.27 | 3.62% |
| 3 | ICICI Bank Ltd. | 1430.21 | 3.50% |
| 4 | TREPS | 1232.69 | 3.02% |
| 5 | State Bank of India | 1180.93 | 2.89% |
| 6 | Berger Paints India Ltd. | 1020.20 | 2.50% |
| 7 | Asian Paints Ltd. | 1013.16 | 2.48% |
| 8 | Bharat Forge Ltd. | 1007.73 | 2.47% |
| 9 | Adani Enterprises Ltd. | 935.09 | 2.29% |
| 10 | Tata Motors Ltd. | 902.26 | 2.21% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58451 | -2.6% | -5.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +1.1% | +1.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.92 L. | +6.7% | +4.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.89 L. | +29.8% | +10.6% |
| 10Y | 07 Nov, 16 | 6 L. | 12.93 L. | +115.5% | +14.8% |
| SI | 07 Jan, 13 | 8.30 L. | 25.85 L. | +211.4% | +15.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98543 | -1.5% | -1.5% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +1.4% | +0.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.40 L. | +40.0% | +11.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.71 L. | +71.1% | +11.4% |
| 10Y | 17 Oct, 16 | 1 L. | 3.77 L. | +276.6% | +14.2% |
| SI | 02 Jan, 13 | 1 L. | 7.58 L. | +658.5% | +15.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.