SBI Large & Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 34.86 | 20.72 | 21.1 | 15.6 |
Average Rolling Returns(%) | 19.67 | 17.81 | 15.25 | 14.74 |
The Current NAV of SBI Large & Midcap Fund - Regular Plan - Growth is ₹592.07.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI Large & Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.62%
The process for redemption is
The AUM of SBI Large & Midcap Fund - Regular Plan - Growth is currently ₹25,629 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 33% of fund’s portfolio respectively.
Top three sectors of SBI Large & Midcap Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 41% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Large & Midcap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.
Saurabh Pant and Pradeep Kesavan manage the SBI Large & Midcap Fund - Regular Plan - Growth Fund.
SBI Large & Midcap Fund - Regular Plan - Growth current PE ratio is 48.47 and PB ratio is 7.68
The asset allocation of SBI Large & Midcap Fund - Regular Plan - Growth is Stocks : 95.47%, Debt : 4.57% and Gold : 0%
The minimum SIP amount for SBI Large & Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Large & Midcap Fund - Regular Plan - Growth is 0.10% on or before 30 days, Nil after 30 days