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: 1.51% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 55,430.75 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.59% | Exit Load: 0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D

94.4336

11.57%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.79
Sharpe Ratio 0.41
Alpha -0.53
Beta 0.92
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 3.66 3.5 10.34 10.18 11.52
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 9.61 2.67 14.53 - -
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 8.05 2.26 13.62 10.06 -
Invesco India LargeCap Fund - Growth 21-08-2009 7.78 4.74 14.41 11.48 12.41
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 7.73 3.34 14.16 10.92 10.01
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 5.85 2.0 11.37 10.26 11.4
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 5.61 - - - -
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 4.21 -1.47 11.64 11.09 10.8
Baroda BNP Paribas Large Cap Fund- Regular Plan - Growth Option 23-09-2004 4.2 1.07 12.51 11.15 12.35
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 4.16 3.54 13.3 10.96 12.15

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.19%

Others

2.05%

Large Cap

81.84%

Mid Cap

13.92%

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