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: 0.86% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 40,498.53 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.55% | Exit Load: On or Before 30 days - 0.10% |
675.8938
1.55 (0.2297%)
15.82%
Benchmark: 15.09%
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 | 14.01 |
| Sharpe Ratio | 0.48 |
| Alpha | 1.27 |
| 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 -Direct Plan -Growth | 01-01-2013 | -1.46 | 0.68 | 11.84 | 11.42 | 14.09 |
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
20.32%
Others
3.86%
Large Cap
41.05%
Mid Cap
34.77%
