SBI Large & MIDCap Fund- Regular Plan -Growth
(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)
Fund House: SBI Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 28-02-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 1.58% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 35,514.42 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 20% |
650.884
1.58 (0.243%)
17.53%
Benchmark: 16.12%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
12 Years 3 Months
12 Years 11 Months
13 Years 2 Months
21 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.32 |
| Sharpe Ratio | 0.91 |
| Alpha | 0.06 |
| Beta | 0.81 |
| 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 & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 8.79 | 18.73 | 17.22 | 21.47 | 15.32 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 12.57 | 21.83 | 20.99 | 24.89 | 16.36 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.01 | 26.51 | 24.09 | 21.99 | 16.45 |
| Helios Large & Mid Cap Fund - Regular Plan - Growth Option | 30-10-2024 | 10.25 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 9.16 | - | - | - | - |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 8.75 | 23.2 | 23.24 | 23.38 | 16.47 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 02-07-2010 | 8.32 | 17.12 | 16.88 | 18.87 | 17.53 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 7.44 | - | - | - | - |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 7.02 | 17.91 | 19.75 | 23.7 | 15.08 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 6.98 | 21.45 | 20.86 | 21.43 | 13.53 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.95%
Others
4.42%
Large Cap
42.81%
Mid Cap
38.82%
