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 (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 33,232.88 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 20% |
622.808
3.18 (0.5113%)
17.42%
Benchmark: 16.01%
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 | 11.33 |
| Sharpe Ratio | 0.92 |
| Alpha | 1.68 |
| Beta | 0.79 |
| 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 | 0.91 | 17.24 | 17.47 | 23.47 | 14.89 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 6.51 | 28.86 | 24.55 | 23.28 | 15.86 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 5.11 | 28.03 | 28.02 | 28.4 | - |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 3.89 | - | - | - | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 3.35 | - | - | - | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.21 | 22.56 | 21.66 | 27.24 | 16.27 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 2.34 | 22.13 | 20.98 | 23.64 | 13.26 |
| Union Large & Midcap Fund - Regular Plan - Growth Option | 06-12-2019 | 1.29 | 15.95 | 15.31 | 19.39 | - |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | 09-08-2005 | 0.59 | 23.7 | 23.99 | 25.18 | 16.04 |
| Kotak Large & Midcap Fund - Growth-Regular | 05-09-2004 | 0.53 | 18.76 | 19.17 | 22.12 | 15.34 |
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
15.11%
Others
6.46%
Large Cap
42.23%
Mid Cap
36.2%
