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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 54,687.99 Cr As on 31-10-2025(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. |
96.0737
-0.05 (-0.0549%)
12.11%
Benchmark: 0.11%
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 | 11.32 |
| Sharpe Ratio | 0.72 |
| Alpha | 0.55 |
| 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 | 8.3 | 15.34 | 13.97 | 16.32 | 13.0 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 12.71 | - | - | - | - |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 10.62 | 19.26 | 17.82 | 19.98 | 14.96 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 9.12 | 15.59 | 12.85 | 15.39 | 13.88 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 8.94 | 19.19 | 18.76 | 22.43 | 14.86 |
| Aditya Birla Sun Life Large Cap Fund-Growth | 05-08-2002 | 8.73 | 17.37 | 15.13 | 17.34 | 13.19 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 8.45 | 19.34 | 16.59 | 16.89 | 13.57 |
| PGIM India Large Cap Fund - Growth | 05-01-2003 | 8.39 | 13.38 | 11.52 | 13.28 | 11.15 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 8.18 | 17.51 | 15.21 | 16.83 | 13.33 |
| UTI Large Cap Fund - Regular Plan - Growth Option | 18-10-1986 | 7.92 | 14.24 | 12.3 | 14.92 | 12.5 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.66%
Others
4.84%
Large Cap
85.11%
Mid Cap
8.39%
