SBI Large & MIDCap Fund- Regular Plan -Growth

(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)

Category: Equity: Large and Mid Cap
Launch Date: 28-02-1993
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 1.6% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 29,416.39 Cr As on (31-03-2025)
Turn over: 20
NAV as on 07-05-2025

583.2536

4.72 (0.8091%)

CAGR Since Inception

17.42%

NIFTY Large Midcap 250 TRI 15.94%

PERFORMANCE of SBI Large & MIDCap Fund- Regular Plan -Growth

Scheme Performance (%) Data as on - 08-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Large & MIDCap Fund- Regular Plan -Growth 10.23 18.07 27.24 14.83 17.42
NIFTY LARGE MIDCAP 250 TRI 7.05 19.08 27.78 15.52 15.94
Equity: Large and Mid Cap 7.03 18.6 25.64 14.11 13.45

Yearly Performance (%)

Nav Movement

Fund Managers

Saurabh Pant, Pradeep Kesavan

Investment Objective

The scheme seeks capital appreciation through investments primarily in equities. It was converted into an open-ended plan from April 1998.

RETURNS CALCULATOR for SBI Large & MIDCap Fund- Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Large & MIDCap Fund- Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Large & MIDCap Fund- Regular Plan -Growth 11.75 0.77 0.25 0.83 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of SBI Large & MIDCap Fund- Regular Plan -Growth

Period
Data as on - 08-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.23 20.55 18.07 27.24 14.83
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.0 29.59 23.35 25.57 14.84
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.23 26.44 21.62 26.56 15.42
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.01 20.71 16.3 25.98 11.43
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.78 26.34 22.1 29.58 13.34
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 10.66 26.23 22.52 30.62 14.98
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 10.58 0.0 0.0 0.0 0.0
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.4 0.0 0.0 0.0 0.0
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 10.13 20.87 17.15 24.52 15.63
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 10.12 28.93 25.99 29.12 0.0

PORTFOLIO ANALYSIS of SBI Large & MIDCap Fund- Regular Plan -Growth

Asset Allocation (%)