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: 1.5% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 55,139.85 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.59% | Exit Load: 0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D

91.3389

11.33%

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 13.61
Sharpe Ratio 0.39
Alpha -0.73
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 -2.82 -1.84 8.44 8.36 10.94
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 6.08 1.77 12.98 10.31 9.93
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 2.79 -1.79 12.18 - -
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 1.53 -0.89 11.61 8.07 -
Invesco India LargeCap Fund - Growth 21-08-2009 0.39 -0.15 12.77 9.95 11.96
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 -1.53 -2.57 9.21 7.07 -
Bajaj FInserv Large Cap Fund - Regular Plan - Growth 20-08-2024 -1.85 -2.28 - - -
Baroda BNP Paribas Large Cap Fund- Regular Plan - Growth Option 23-09-2004 -1.91 -3.45 10.47 9.17 11.81
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 -2.04 -2.06 11.59 9.1 11.63
HSBC Large Cap Fund - Regular Growth 10-12-2002 -2.38 -3.24 9.25 8.13 11.01

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

1.87%

Others

2.05%

Large Cap

83.23%

Mid Cap

12.85%

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