SBI Large & Midcap Fund- Regular Plan -Growth
(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)
Fund House: SBI Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 28-02-1993 |
| Asset Class: Equity |
| Benchmark: Nifty Large Midcap 250 TRI |
| TER: 1.65% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 42,335.63 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 0.55% |
610.6109
0.25 (0.0404%)
16.43%
Benchmark: 15.06%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 13.46 |
| Sharpe Ratio | 0.6 |
| Alpha | 0.08 |
| Beta | 0.82 |
| 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- Regular Plan -Growth | 28-02-1993 | -1.96 | -0.09 | 10.77 | 11.1 | 12.96 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
19.18%
Others
2.09%
Large Cap
42.96%
Mid Cap
35.77%
