Why should you choose SBI Large & Midcap Fund?

Mutual Fund

SBI Large & Midcap Fund is an open ended equity fund under large and mid cap category. Earlier this fund was named SBI Magnum Multiplier Fund. The investment objective of SBI Large and Midcap Fund is to achieve long term capital generation by investing in a well diversified portfolio of large and mid cap stocks.

SBI Large and Midcap Fund was launched on May 26, 2005. The prime investment focus of SBI Large and Midcap Fund is primarily investing in large cap stocks which helps in providing stability and mid cap stocks which helps in generating a high return to its investors. The two investment options of SBI Large & Midcap Fund regular scheme are- SBI Large & Midcap Fund regular growth plan and  SBI Large & Midcap Fund regular dividend plan.

SBI Large & Midcap Fund Facts

  • SBI Large & Midcap Fund portfolio allocation includes 97.05% in equity stocks out of which 51.21% in large cap, 33.26% in mid cap and 12.12% in small cap stocks.
  • The minimum amount of  SBI Large & Midcap Fund sip scheme is Rs. 500 which is very pocket friendly.
  • You can easily opt for this mutual fund scheme online in India sitting in the comfort of your house.
  • SBI Large & Midcap Fund returns of last 5years and 10 years are 15.78% and 17.27% respectively which has exceeded the benchmark index. 

Top 13 Sectors of SBI Large and Midcap Fund

S.No. Holding Name Net Assets (in %)
1 Financial Services 26.71
2 Consumer Goods 15.81
3 Energy 10.77
4 Pharma 9.05
5 IT 7.23
6 Industrial Manufacturing 5.96
7 Services 5.12
8 Automobile 4.49
9 Construction 4.3
10 Telecom 3.28
11 Cement & Cement Products 2.42
12 Fertilisers & Pesticides 1.84
13 Cash, Cash Equivalent and others 3.03

(as on 29/03/2019)

Top 10 Holdings of SBI Large and Midcap Fund

S.No. Holding Name Net Assets (in %)
1 State Bank of India 6.34
2 ICICI Bank Ltd. 5.54
3 Axis Bank Ltd. 4.61
4 HDFC Bank Ltd. 4.58
5 Infosys Ltd. 4.27
6 The Indian Hotels Company Ltd. 3.98
7 ITC Ltd. 3.17
8 Jubilant Foodworks Ltd. 3.14
9 Cash, Cash Equivalent and others 3.03
10 Tata Power Company Ltd. 2.92

(as on 29/03/2019)

SBI Large and Midcap Fund Details

Launch Date- February 28, 1993

Fund Manager- Mr. Saurabh Pant

Risk- Moderately High

Benchmark- NIFTY Large Midcap 250

Return Since Launch- 14.32%

AUM- Rs. 2527.13 crore (as on 31st Mar, 2019)

Following is the performance of SBI Large & Midcap Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 1.29 12.48 15.78 17.27
S&P BSE 250 Large MidCap TRI 5.77 14.97 13.97 16.04
Category -1.98 12.55 15.29 16.53
Rank within Category 7 10 7 4
Number of funds in category 22 20 18 17
As on Apr 23, 2019

 

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