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SBI Large & MIDCap Fund -Direct Plan -Growth

(Erstwhile SBI Magnum Multiplier Fund -Direct Plan -Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.75% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 30,133.31 Cr As on 30-04-2025(Source:AMFI)
Turn over: 20% | Exit Load: For exit on or before 30 days from the date of allotment - 0.10% For exit after 30 days from the date of allotment - Nil
NAV as on 26-05-2025

652.4516

1.64 (0.2511%)

CAGR Since Inception

17.41%

Benchmark: 16.2%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Submit
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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

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.17
Sharpe Ratio 0.84
Alpha 1.01
Beta 0.84
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 11.14 22.14 21.85 29.08 15.35
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 18.53 34.56 31.19 32.02 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.95 31.61 26.11 26.98 15.05
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.3 28.5 24.63 30.11 13.58
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.14 27.89 24.55 31.16 15.28
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.66 22.29 17.78 26.51 11.51
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 11.18 - - - -
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 10.94 23.13 19.56 25.77 15.81
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.23 - - - -
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.17 21.06 20.81 28.03 14.52

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

16.22%

Others

5.68%

Large Cap

41.02%

Mid Cap

37.08%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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