SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on February 14, 2006, and falls under the Large Cap fund category. It currently manages an AUM of Rs 52,420.61 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.5% for managing the portfolio.

• Investing Strategy:

  To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

• Performance:

  SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 0.11% (1 year), 13.51% (3 year) and 18.83% (5 year). The average annual return of this fund stands at 5.63%.