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  2. SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)

Category: Equity: Large and Mid Cap
Launch Date: 26-05-2005
Asset Class: Equity
Benchmark: S&P BSE Large Mid Cap TRI
Expense Ratio: 2.37% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,432.27 Cr As on (31-08-2018)
Turn over: 92%
NAV as on 19-10-2018

199.2824

-2.5 (-1.2532%)

CAGR Since Inception

17.23%

S&P BSE Large Mid Cap TRI 9.52%

PERFORMANCE of SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Saurabh Pant

Mr. Pant holds B.Com degree and has also done MBE and CFA (Level III). He has over 4 years of experience in Indian capital markets. He is with SBI Mutual Fund since 2007.

Investment Objective

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.

RETURNS CALCULATOR for SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 14.05 0.98 -2.99 1.03 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 -2.84 5.36 7.81 17.47 16.87
Invesco India Growth Opportunities Fund - Growth 09-08-2007 -1.32 10.32 9.73 16.26 16.37
Sundaram Large and Midcap Growth 27-02-2007 -1.64 9.53 10.18 17.97 13.61
HDFC Growth Opportunities Fund - Regular Growth Plan 18-02-1994 -1.83 5.52 5.29 8.98 11.93
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 -3.1 7.19 7.21 14.13 15.18
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 -4.41 5.92 9.2 13.18 15.6
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 -4.91 4.39 5.11 15.74 16.78
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 -5.32 6.98 10.53 13.05 12.68
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 -5.46 9.42 13.81 28.74 0.0
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 -5.87 2.99 5.34 13.78 15.27

PORTFOLIO ANALYSIS of SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

Asset Allocation (%)

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