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 (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 53,030.39 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 21% | Exit Load: For exit within 1 year from the date of allotment - 1%;For exit after 1 year from the date of allotment - Nil. |
90.7215
-0.01 (-0.0077%)
11.94%
Benchmark: 16.88%
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 | 11.7 |
| Sharpe Ratio | 0.8 |
| Alpha | 1.21 |
| 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 | -1.26 | 13.48 | 13.1 | 18.38 | 12.54 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 7.37 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 0.57 | 18.15 | 19.68 | 22.6 | 14.24 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | -0.58 | 18.76 | 18.08 | 20.49 | 14.3 |
| Franklin India Large Cap Fund-Growth | 01-12-1993 | -0.81 | 15.58 | 14.08 | 17.57 | 11.22 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | -0.97 | 13.28 | 12.86 | 15.88 | 13.16 |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | -0.98 | 16.17 | 15.07 | 17.07 | 13.66 |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | -1.02 | 17.62 | 17.39 | 17.8 | 11.61 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | -2.12 | 15.63 | 15.11 | 18.19 | 12.5 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | -2.13 | 15.58 | 14.71 | 17.76 | 12.65 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.59%
Others
4.71%
Large Cap
85.24%
Mid Cap
8.46%
