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: 1.49% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 52,246.86 Cr As on 30-05-2025(Source:AMFI) |
| Turn over:
21%
|
Exit Load:
\r\n\tFor exit within 1 year from the date of allotment - 1%; \r\n\r\n\tFor exit after 1 year from the date of allotment - Nil. \r\n |
94.0737
-0.21 (-0.2278%)
12.26%
Benchmark: 17.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 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
8 Years 3 Months
12 Years 7 Months
14 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 | 12.71 |
| Sharpe Ratio | 0.8 |
| Alpha | 1.11 |
| Beta | 0.89 |
| 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 | 7.26 | 16.07 | 19.2 | 21.53 | 12.7 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.25 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 10.34 | 22.32 | 23.36 | 20.99 | 11.84 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 9.01 | 21.34 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 8.25 | 18.98 | 20.17 | 20.59 | 13.88 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 7.87 | 22.15 | 22.66 | 23.99 | 14.42 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 7.79 | 18.24 | 18.27 | 20.63 | 11.33 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.46 | 15.9 | 17.1 | 19.76 | 13.38 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 7.43 | 21.19 | 22.01 | 21.76 | 12.93 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 7.3 | 19.08 | 20.5 | 22.17 | 12.63 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.61%
Others
2.51%
Large Cap
84.09%
Mid Cap
11.79%
