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SBI Large & MIDCap Fund- Regular Plan -Growth

(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Equity: Large and Mid Cap
Launch Date: 28-02-1993
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.61% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 29,315.46 Cr As on 29-11-2024(Source:AMFI)
Turn over: 20% | Exit Load: Exit load of 0.10% if redeemed within 30 days.
NAV as on 01-01-2025

593.9127

2.87 (0.4833%)

CAGR Since Inception

17.86%

Benchmark: 16.43%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 12.62
Sharpe Ratio 0.92
Alpha 1.17
Beta 0.87
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 18.42 22.54 17.25 21.01 15.2
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 47.28 42.73 27.46 26.67 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 42.55 35.63 21.02 22.34 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 40.43 35.3 22.28 21.7 15.97
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 30.68 28.57 17.37 19.61 -
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 30.48 33.3 24.0 23.35 15.92
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 29.86 26.16 16.18 21.56 16.44
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 29.66 29.41 18.29 - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 29.13 31.53 22.01 23.25 14.13
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 28.38 - - - -

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

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PORTFOLIO

Market Cap Distribution

Small Cap

15.66%

Others

6.69%

Large Cap

41.74%

Mid Cap

35.91%

Scheme Documents

There are no scheme documents available

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