SBI Large & MIDCap Fund- Regular Plan -Growth

SBI Large & MIDCap Fund- Regular Plan -Growth is a scheme launched by SBI Mutual Fund on May 25, 2005, and falls under the Large and Mid Cap fund category. It currently manages an AUM of Rs 33,248.12 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.6% for managing the portfolio.

• Investing Strategy:

  To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.

• Performance:

  SBI Large & MIDCap Fund- Regular Plan -Growth trailing returns over different times are 0.97% (1 year), 16.48% (3 year) and 23.37% (5 year). The average annual return of this fund stands at 5.62%.