
SBI Large & Midcap Fund(G)-Direct Plan
+12.03%
5Y annualised
+12.03%
5Y annualised
-0.82% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 13 Nov 2026
₹702.95
Min. SIP amount
₹100
Fund size (AUM)
39872 Cr
Expense ratio
0.79%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 13 Nov 2026
₹702.95
Min. SIP amount
₹100
Fund size (AUM)
39872 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
41.08%
Mid Cap
37.55%
Small Cap
16.67%
Others
4.70%
Sector Allocation
Bank
16.92%
Healthcare
13.77%
Automobile & Ancillaries
12.11%
Fmcg
7.84%
Domestic Equities
6.04%
Chemicals
4.78%
Construction Materials
4.62%
It
4.59%
Others
27.73%
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
Invesco India Large & Mid Cap Fund(G)-Direct Plan
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Motilal Oswal Large & Midcap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Union Large & Midcap Fund(G)-Direct Plan
Axis Large & Mid Cap Fund(G)-Direct Plan
Helios Large & Mid Cap Fund(G)-Direct Plan
FAQs
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