Investment Objective
SBI Large & Midcap Fund seeks to generate income and capital appreciation for its investors by investing in a diversified portfolio primarily consisting of large cap and mid cap companies.
Investment Strategy
- SBI Large & Midcap Fund invests in a diversified portfolio of large cap and mid cap companies.
- It follows a combination of value and growth style of investing.
- It uses the combination of top-down and bottom-up approaches for stock picking without any sector bias.
- The scheme may take derivative exposure for hedging and/or non-hedging purposes.
Who Should Invest
- Investors aiming for long-term capital appreciation from equities or related equity instruments.
- Those looking for diversified exposure to large cap and mid cap companies through a single portfolio.