SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Dividend)
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: 1.59% As on (31-05-2025)
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

275.7104

14.86%

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
6 Years 6 Months
6 Years 11 Months
13 Years 10 Months
24 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 11.75
Sharpe Ratio 1.13
Alpha 3.72
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 - Income Distribution cum Capital Withdrawal Option (IDCW) 28-02-1993 10.45 20.83 20.77 25.73 14.89
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 21.13 35.44 32.84 31.07 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 20.13 34.25 28.32 26.67 16.03
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.77 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 12.73 - - - -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 12.72 23.77 19.06 25.08 12.19
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.23 28.02 24.64 29.47 15.82
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.87 31.65 28.12 29.21 15.94
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.56 28.75 25.06 28.4 14.27
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.13 23.8 20.4 24.71 16.54

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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