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: 1.47% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 55,650.84 Cr As on 28-11-2025(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. |
97.3642
-0.01 (-0.0105%)
12.11%
Benchmark: 0.11%
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 | 11.03 |
| Sharpe Ratio | 0.8 |
| Alpha | 0.85 |
| 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 | 10.65 | 11.6 | 15.45 | 14.54 | 13.5 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 11.55 | 14.22 | 18.82 | 17.55 | 15.55 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 10.55 | 11.47 | 14.1 | 13.46 | 14.29 |
| BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH | 20-08-2024 | 10.15 | - | - | - | - |
| Tata Large Cap Fund -Regular Plan - Growth Option | 07-05-1998 | 10.07 | 11.02 | 15.79 | 15.58 | 13.16 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 9.97 | 12.48 | 16.53 | 15.3 | 13.69 |
| Mahindra Manulife Large Cap Fund - Regular Plan - Growth | 08-03-2019 | 9.88 | 11.53 | 15.27 | 14.33 | - |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 9.39 | 12.56 | 16.22 | 14.83 | 13.92 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 9.38 | 13.34 | 18.42 | 14.92 | 14.08 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 9.37 | 13.1 | 19.92 | 19.65 | 15.37 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.54%
Others
2.89%
Large Cap
87.77%
Mid Cap
7.8%
Scheme Documents
There are no scheme documents available
