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: 1.48% As on (31-01-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 54,823.46 Cr As on 30-01-2026(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. |
96.2896
-0.4 (-0.4188%)
11.98%
Benchmark: 0.07%
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 | 11.0 |
| Sharpe Ratio | 0.87 |
| Alpha | 0.29 |
| Beta | 0.91 |
| 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 | 13.94 | 12.29 | 14.8 | 12.5 | 14.21 |
| BANK OF INDIA Large Cap Fund Regular Plan Growth | 24-06-2021 | 18.83 | 8.54 | 17.31 | - | - |
| Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option | 10-02-2012 | 15.4 | 9.65 | 14.89 | 11.55 | 13.44 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 15.28 | 11.94 | 17.74 | 12.99 | 14.72 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 15.25 | 12.42 | 19.28 | 17.65 | 16.74 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 14.77 | 13.85 | 17.93 | - | - |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 14.26 | 12.01 | 15.7 | 13.12 | 14.81 |
| BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH | 20-08-2024 | 14.01 | - | - | - | - |
| HSBC Large Cap Fund - Regular Growth | 10-12-2002 | 13.98 | 10.86 | 16.34 | 11.92 | 14.73 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | 13.93 | 11.27 | 15.42 | 11.69 | 13.14 |
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
