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: 1.49% As on (31-05-2025)
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:

\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

53.4258

12.23%

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 5.83 15.62 18.64 20.92 12.5
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 16.17 - - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 8.0 21.89 22.42 20.46 11.57
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 6.51 18.31 19.73 19.98 13.66
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 6.44 21.87 22.47 23.36 14.21
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 6.33 20.69 - - -
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 5.83 15.62 18.64 20.92 12.51
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 5.74 15.72 16.72 19.09 13.2
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 5.63 18.5 20.0 21.53 12.44
Invesco India Largecap Fund - Growth 21-08-2009 5.14 20.47 21.52 21.04 12.69

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

1.61%

Others

2.51%

Large Cap

84.09%

Mid Cap

11.79%

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