Rating: ★ ★ ★ ☆ ☆

SBI Large & Midcap Fund Direct Dividend Reinvestment

Equity

  

Large & Mid Cap Fund

NAV

102.658 + 1.5567

as on (02 Jun, 2020)

RETURNS

-0.32 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

1.5 %

Benchmark

S&P BSE Large Mid Cap TR INR

Asset Size

2455.35 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

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.

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Fund manager

Saurabh Pant

(since 10 Sep, 2016)

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

5.4 %

HDFC Bank Ltd

4.62 %

Infosys Ltd

4.61 %

Axis Bank Ltd

4.08 %

Sector Allocation

About the Scheme Type

Large & Mid Cap Fund

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of SBI Funds Management Private Limited

With 30​ years of rich experience in fund management, we at SBI Mutual Fund, bring forward our expertise by consistently delivering value to our investors. SBI Mutual Fund has a strong and proud lineage tailing back to the State Bank of India (SBI) - India's largest bank. SBI Mutual Fund is a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies.

SBI Mutual Fund’s vision -

“To be the most trusted and respected Asset Manager”, and we deliver value and nurture the trust of our vast and varied family of investors, with our network of over 222 acceptance points across India. Investors are our priority. SBI Mutual Fund’s mission is to establish Mutual Funds as a viable investment option to the masses in the country. While on our way towards achieving it, we, at SBI Mutual Fund, have developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, SBI Mutual Fund has been actively managing investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.