SBI Large & MIDCap Fund- Regular Plan -Growth
(Erstwhile SBI Magnum Multiplier Fund - Regular Plan -Growth)
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: 1.61% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 29,267.74 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 0.10% if redeemed within 30 days. |
568.7339
-8.03 (-1.4112%)
17.55%
Benchmark: 16.08%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 12.72 |
| Sharpe Ratio | 0.78 |
| Alpha | 0.55 |
| Beta | 0.88 |
| 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 | 13.04 | 20.42 | 14.75 | 19.36 | 14.08 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 23.7 | 33.39 | 20.63 | 22.64 | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 21.07 | 28.79 | 17.74 | 18.77 | 14.2 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 19.4 | 26.96 | 15.2 | 18.42 | - |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 18.41 | 24.93 | 13.63 | 17.44 | - |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 18.4 | 27.13 | 18.77 | 21.22 | 12.83 |
| Axis Growth Opportunities Fund - Regular Plan - Growth | 10-10-2018 | 17.65 | 26.66 | 12.81 | 20.2 | - |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 17.28 | 24.9 | 19.27 | 22.16 | 14.02 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 17.13 | 28.38 | 20.21 | 21.16 | 14.57 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 16.79 | 26.5 | 17.47 | 19.61 | 11.44 |
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
19.12%
Others
4.47%
Large Cap
39.13%
Mid Cap
37.28%
Scheme Documents
There are no scheme documents available
