SBI Large Cap FUND-REGULAR PLAN GROWTH
(Erstwhile SBI Blue Chip Fund-Regular Plan Growth)
Fund House: SBI Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-02-2006 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| TER: 1.47% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 55,879.13 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 21% | Exit Load: For exit within 1 year from the date of allotment - 1% 1For exit after 1 year from the date of allotment - Nil. |
93.3473
-0.84 (-0.9027%)
11.85%
Benchmark: -0.01%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.03 |
| Sharpe Ratio | 0.8 |
| Alpha | 0.85 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 8.67 | 10.74 | 13.46 | 13.51 | 13.32 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.57 | 13.24 | 16.31 | - | - |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 8.94 | 11.26 | 16.43 | 16.27 | 15.19 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 8.69 | 11.04 | 15.86 | 13.17 | 13.68 |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | 24-06-2021 | 8.68 | 7.97 | 15.09 | - | - |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 8.49 | 11.54 | 13.86 | 13.14 | 12.23 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 8.38 | 10.97 | 14.33 | 14.03 | 13.44 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 8.22 | 11.03 | 14.15 | 13.51 | 13.69 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | 08-03-2019 | 8.18 | 10.31 | 13.14 | 13.03 | - |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 8.16 | 9.81 | 11.93 | 11.91 | 14.1 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.55%
Others
4.25%
Large Cap
86.14%
Mid Cap
8.06%
Scheme Documents
There are no scheme documents available
