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: 1.64% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 23,443.39 Cr As on (31-05-2024)
Turn over: 20% | Exit Load: Exit load of 0.10% if redeemed within 30 days.

593.0556

18.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 12.14
Sharpe Ratio 1.09
Alpha 0.28
Beta 0.86
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 36.2 30.82 20.72 22.01 17.29
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 65.41 41.91 30.29 28.9 21.97
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 57.92 41.85 26.63 23.88 17.22
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 54.38 37.29 22.68 21.62 17.14
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 54.16 43.21 26.14 - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 52.39 36.8 24.29 21.96 14.73
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 52.36 37.21 23.01 22.51 -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 52.25 36.31 21.44 22.91 17.87
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 51.6 31.45 21.75 21.61 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 51.07 37.22 24.13 23.27 15.91

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

15.17%

Others

5.42%

Large Cap

42.03%

Mid Cap

37.38%

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