Equity | Large & Mid Cap
3Y Returns
22.05%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.78%
Fund Size
₹18926 Cr
Inception Date
01-Jan-13
Fund Manager
Saurabh Pant
Exit Load
0.10% on or before 30D, Nil after 30D.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
95.37%
Debt & Others
4.63%
Market Cap Allocation
Large Cap
41.33%
Mid Cap
38.15%
Small Cap
13.99%
Other Cap
6.54%
Investment Objective
To Provide Investors Long Term Capital Appreciation Along With The Liquidity Of An Open-Ended Scheme. The Scheme Will Invest In A Diversified Portfolio Of Equities Of High Growth Companies.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Large And Midcap Fund Direct Growth
1Y
30.25%
3Y
21.92%
5Y
20.85%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
61.6%
3Y
29.58%
5Y
29.15%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
47.8%
3Y
27.76%
5Y
NA
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
43.16%
3Y
27.34%
5Y
23.28%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
52.3%
3Y
26.78%
5Y
23.02%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
43.95%
3Y
26.32%
5Y
22.87%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
45.55%
3Y
24.98%
5Y
NA
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
42.93%
3Y
24.67%
5Y
NA
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
41.5%
3Y
24.08%
5Y
22.73%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
42.95%
3Y
23.45%
5Y
20.48%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
46.31%
3Y
23.43%
5Y
20.63%
Uti Core Equity Fund - Direct Growth Plan
1Y
42.89%
3Y
23.17%
5Y
21.13%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
42.57%
3Y
22.73%
5Y
21.45%
Sundaram Large And Mid Cap Fund Direct Growth
1Y
34.92%
3Y
21.78%
5Y
19.12%
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
39.46%
3Y
21.7%
5Y
21.31%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
32.98%
3Y
21.66%
5Y
NA
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
35.14%
3Y
21.28%
5Y
21.49%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
29.74%
3Y
21.16%
5Y
20.04%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
37.97%
3Y
21.02%
5Y
23.74%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
38.62%
3Y
21%
5Y
20.19%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
41.98%
3Y
20.99%
5Y
21.28%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
31.94%
3Y
19.84%
5Y
20.5%
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
35.82%
3Y
19.22%
5Y
22.31%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
23.73%
3Y
18.77%
5Y
18.41%
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
30.76%
3Y
18.36%
5Y
NA
Franklin India Equity Advantage Fund - Direct Growth
1Y
30.62%
3Y
17.73%
5Y
17.06%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
30.43%
3Y
14.59%
5Y
16.46%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.