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SBI Large & Midcap Fund

SBI Large & Midcap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

32.90

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 23,472 today.

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NAV Performance

SBI Large & Midcap Fund performance graph for last 3 years
Performance of SBI Large & Midcap Fund for last 3 Years

Fund Information

  • ₹ 410.655

    as on 26 May 2023
  • Regular - Growth

  • 1 / 26

  • ₹ 5,000

  • ₹ 9,827 Cr.

    as on 31 Mar 2023
  • 1.79%

  • 25 May 2005

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • SBI Mutual Fund

    Show All Funds
  • SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

SBI Large & Midcap Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 25 May 2005. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 410.655 as on 26 May 2023.

This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.79%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of SBI Large & Midcap Fund

  • About Saurabh Pant

    Picture of Saurabh PantSaurabh joined SBIFM in 2007 as Research Analyst. A Commerce graduate, Saurabh holds a Masters Degree in Business Economics from University of Delhi.
  • About Mohit Jain

    Picture of Mohit JainMohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited. He is a graduate in Engineering from Sathyabama University and has completed CFA level III from the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.75% 10.89% 15.61% 37.65% 29.35% 34.87% 18.93% 23.54% 24.90% 13.77% 21.83% 19.06% 18.55%
Category Average 4.66% 6.34% 2.56% 17.43% 12.43% 28.30% 12.14% 16.22% 15.47% 9.01% 16.22% 15.70% 14.11%
SBI Large & Midcap Fund 3.98%₹ 10,398 6.75%₹ 10,675 1.74%₹ 10,174 20.30%₹ 12,029 17.30%₹ 13,088 14.11%₹ 13,020 12.41%₹ 27,159 32.90%₹ 23,472 20.07%₹ 48,290 14.04%₹ 19,299 18.38%₹ 94,842 16.82%₹ 47,419 15.54%₹ 2,70,749
ICICI Prudential Large & Mid Cap Fund 4.51%₹ 10,451 5.81%₹ 10,580 2.16%₹ 10,215 19.07%₹ 11,907 16.74%₹ 13,054 17.42%₹ 13,787 13.75%₹ 27,508 34.05%₹ 24,090 21.83%₹ 49,482 13.87%₹ 19,157 19.06%₹ 96,427 15.04%₹ 40,657 14.51%₹ 2,56,205
HDFC Growth Opportunities Fund 4.86%₹ 10,486 7.41%₹ 10,740 2.42%₹ 10,241 20.10%₹ 12,010 18.35%₹ 13,152 15.52%₹ 13,344 12.82%₹ 27,264 34.87%₹ 24,532 20.95%₹ 48,884 13.85%₹ 19,143 18.59%₹ 95,333 - -
Kotak Equity Opportunities Fund 4.53%₹ 10,453 6.59%₹ 10,658 3.38%₹ 10,338 19.83%₹ 11,982 18.40%₹ 13,155 13.01%₹ 12,771 11.99%₹ 27,049 28.72%₹ 21,329 17.47%₹ 46,563 14.03%₹ 19,291 17.04%₹ 91,788 16.11%₹ 44,613 15.08%₹ 2,64,077
Mirae Asset Emerging Bluechip Fund 3.52%₹ 10,352 5.18%₹ 10,517 0.03%₹ 10,003 11.49%₹ 11,148 11.07%₹ 12,702 8.22%₹ 11,712 5.46%₹ 25,371 29.82%₹ 21,880 14.03%₹ 44,341 15.06%₹ 20,185 16.47%₹ 90,523 22.21%₹ 74,483 18.55%₹ 3,18,370
Edelweiss Large & Mid Cap Fund 5.95%₹ 10,595 6.77%₹ 10,676 0.93%₹ 10,093 17.33%₹ 11,733 14.97%₹ 12,945 10.94%₹ 12,306 8.73%₹ 26,207 28.36%₹ 21,150 15.86%₹ 45,509 12.59%₹ 18,100 15.93%₹ 89,318 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Large & Midcap Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    93.21%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.79%

Top Sector Holdings of SBI Large & Midcap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.47% ₹ 1,717.79 Cr.
Pharmaceuticals 5.86% ₹ 576.78 Cr.
Auto ancillaries 5.48% ₹ 537.71 Cr.
Hospital 5.05% ₹ 496.21 Cr.
Computers - Software 4.51% ₹ 443.01 Cr.
Others 61.63% -

Top Stock Holdings of SBI Large & Midcap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.71% ₹ 561.44 Cr.
HDFC Bank Ltd. 4.65% ₹ 457.11 Cr.
Infosys Ltd. 3.69% ₹ 362.70 Cr.
ITC Limited 3.24% ₹ 318.31 Cr.
State Bank Of India 2.98% ₹ 293.30 Cr.
Others 79.73% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.41%
Margin 1.03%
Net Receivables -0.65%