SBI Large & MIDCap Fund -Direct Plan -Growth

(Erstwhile SBI Magnum Multiplier Fund -Direct Plan -Growth)
Fund House: SBI Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: -
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 33,232.88 Cr As on 29-08-2025(Source:AMFI)
Turn over: 20% | Exit Load:
\r\n\t• For exit on or before 30 days from the date of allotment - 0.10%
\r\n
\r\n\t 
\r\n
\r\n\t• For exit after 30 days from the date of allotment - Nil 
\r\n

674.895

17.29%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.35
Sharpe Ratio 1.0
Alpha 2.57
Beta 0.79
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 & MIDCap Fund -Direct Plan -Growth 01-01-2013 2.73 16.92 17.43 25.07 16.01
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 7.87 28.47 24.26 24.41 16.41
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 3.88 26.68 26.52 28.71 -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 3.04 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 2.99 - - - -
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION 05-03-2005 2.16 18.54 16.23 21.42 16.32
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 1.85 15.9 16.41 24.04 15.17
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 1.53 20.41 20.05 23.96 13.35
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 1.47 21.14 20.62 27.05 16.6
Franklin India Large & Mid Cap Fund - Growth Plan 05-03-2005 1.4 17.51 15.71 22.42 12.46

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.11%

Others

6.46%

Large Cap

42.23%

Mid Cap

36.2%

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