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: 1.6% 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 

601.7298

17.58%

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
12 Years 3 Months
12 Years 11 Months
13 Years 2 Months
21 Years 0 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 13.16
Sharpe Ratio 0.77
Alpha 0.25
Beta 0.83
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 12.08 21.68 21.09 28.07 14.67
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 18.17 34.53 31.98 32.96 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 17.87 32.93 27.55 27.94 15.18
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 13.95 29.56 25.72 31.26 13.6
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.53 28.94 25.93 32.14 15.26
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 13.48 23.4 19.35 27.87 11.56
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 13.09 23.88 20.66 26.61 15.86
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 12.8 28.53 24.89 28.08 15.35
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 12.41 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.16 - - - -

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%

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