
SBI Large & Midcap Fund(G)-Direct Plan
+13.46%
5Y annualised
+13.46%
5Y annualised
+1.12% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 18 Sep 2026
₹695.44
Min. SIP amount
₹100
Fund size (AUM)
42335 Cr
Expense ratio
0.79%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 18 Sep 2026
₹695.44
Min. SIP amount
₹100
Fund size (AUM)
42335 Cr
Expense ratio
0.79%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
40.23%
Mid Cap
40.38%
Small Cap
16.83%
Others
2.55%
Sector Allocation
Bank
16.61%
Healthcare
13.67%
Automobile & Ancillaries
13.35%
Fmcg
7.47%
Domestic Equities
6.48%
Chemicals
4.98%
Construction Materials
4.68%
Power
4.41%
Others
26.81%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.10% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Saurabh Pant
Present
Similar/Peer Fund Comparison
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FAQs
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