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 (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 52,829.93 Cr As on 30-09-2025(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 |
94.599
-0.58 (-0.6154%)
12.07%
Benchmark: 0.08%
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 | 11.44 |
| Sharpe Ratio | 0.75 |
| Alpha | 0.77 |
| 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 | 5.52 | 16.65 | 14.08 | 19.03 | 12.83 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 13.07 | - | - | - | - |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 7.51 | 21.01 | 19.22 | 25.24 | 14.78 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 7.17 | 16.9 | 13.05 | 17.15 | 13.65 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 7.1 | 21.05 | 17.82 | 22.07 | 14.72 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 6.95 | 21.86 | 16.73 | 18.22 | 13.25 |
| PGIM India Large Cap Fund - Growth | 05-01-2003 | 6.78 | 14.79 | 11.99 | 15.19 | 10.76 |
| Kotak Large Cap Fund - Growth | 29-12-1998 | 6.73 | 19.3 | 15.28 | 18.76 | 13.06 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.6 | 21.43 | - | - | - |
| CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 6.59 | 19.31 | 15.09 | 18.04 | 14.14 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.71%
Others
3.04%
Large Cap
86.75%
Mid Cap
8.5%
