SBI Large & Midcap Fund Regular Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
21.02
%
21.02
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
20633
NAV:
Mar 7, 2024
517.736
Sector
Tech
Type
Equity
Launched
May 2005
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
4.39
%
HDFC Bank Ltd
3.81
%
ICICI Bank Ltd
3.77
%
State Bank of India
3.01
%
HDFC Asset Management Co Ltd
2.92
%
Coforge Ltd
2.35
%
Infosys Ltd
2.35
%
Sun Pharmaceuticals Industries Ltd
2.22
%
National Aluminium Co Ltd
2.19
%
Abbott India Ltd
2.14
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.1% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Large & Midcap Fund Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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