SBI Large Cap FUND-REGULAR PLAN GROWTH
Fund House: SBI Mutual Fund
Category: Equity: Large Cap
Status: Open Ended Schemes
Launch Date: 01-02-2006
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: BSE 100 TRI
Total Assets: 53030.39 As on (31-07-2025)
Expense Ratio: 1.48% As on (30-06-2025)
Turn over: 81.00% | Exit Load: For exit within 1 year from the date of allotment - 1%;For exit after 1 year from the date of allotment - Nil.
NAV as on 14-08-2025
91.1033
0.0819
CAGR Since Inception
11.99%
BSE 100 TRI 16.95%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 3.34 | 13.68 | 18.72 | 11.94 | 11.99 |
| Benchmark | - | - | - | - | - |
| Equity: Large Cap | 1.32 | 14.05 | 18.18 | 11.59 | 13.35 |
Funds Manager
Ms. Sohini Andani, Mr. Pradeep Kesavan, Mr. Saurabh Pant,
RETURNS CALCULATORS for SBI Large Cap FUND-REGULAR PLAN GROWTH
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
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PORTFOLIO ANALYSIS of SBI Large Cap FUND-REGULAR PLAN GROWTH
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Large Cap FUND-REGULAR PLAN GROWTH
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND Reg PLAN Gr | 01-02-2006 | 3.34 | 13.84 | 13.68 | 18.72 | 11.94 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 13.91 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 5.3 | 19.08 | 0.0 | 0.0 | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 08-08-2007 | 4.53 | 18.71 | 19.14 | 24.11 | 13.63 |
| CANARA ROBECO LARGE CAP FUND REG GR | 05-08-2010 | 4.17 | 16.88 | 14.81 | 18.11 | 12.99 |
| ICICI Pru Large Cap Fund Gr | 05-05-2008 | 4.03 | 19.2 | 17.73 | 21.64 | 13.69 |
| DSP Large Cap Fund Reg Gr | 05-03-2003 | 3.9 | 18.35 | 17.18 | 18.76 | 10.98 |
| Franklin India Large Cap Fund Gr | 01-12-1993 | 3.85 | 15.77 | 13.39 | 19.04 | 10.6 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 3.48 | 13.56 | 12.19 | 16.99 | 12.59 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 2.92 | 18.16 | 15.32 | 18.03 | 12.05 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Large Cap FUND-REGULAR PLAN GROWTH
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 11.31 | 0.8 | 1.21 | 0.88 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |