SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

(Erstwhile SBI Blue Chip Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW))
Fund House: SBI Mutual Fund
Category: Equity: Large Cap
Launch Date: 14-02-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
TER: 1.48% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 52,246.86 Cr As on 30-05-2025(Source:AMFI)
Turn over: 21% | Exit Load: For exit within 1 year from the date of allotment - 1%;For exit after 1 year from the date of allotment - Nil.

52.3709

12.08%

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
9 Years 1 Months
17 Years 4 Months
18 Years 4 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 11.31
Sharpe Ratio 0.81
Alpha 0.04
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 - Income Distribution cum Capital Withdrawal Option (IDCW) 14-02-2006 3.1 13.46 15.9 19.3 12.14
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 14.61 - - - -
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 5.62 19.15 - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 4.55 19.63 19.98 19.3 11.2
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 4.14 16.56 17.06 18.62 13.16
Franklin India Large Cap Fund-Growth 01-12-1993 3.63 15.94 15.64 19.44 10.8
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 3.43 13.84 14.38 17.44 12.81
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 3.21 19.22 19.79 21.8 13.79
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 3.1 13.46 15.9 19.3 12.14
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 2.98 16.58 17.25 19.94 12.1

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

1.64%

Others

5.29%

Large Cap

83.94%

Mid Cap

9.13%

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