SBI Large & MIDCap Fund -Direct Plan -Growth
(Erstwhile SBI Magnum Multiplier Fund -Direct Plan -Growth)
Fund House: SBI Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 0.73% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 29,416.39 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 20% | Exit Load: Exit load of 0.10% if redeemed within 30 days. |
626.573
-10.02 (-1.5994%)
17.15%
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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 2 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 | 13.17 |
| Sharpe Ratio | 0.72 |
| Alpha | 1.62 |
| Beta | 0.84 |
| 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 -Direct Plan -Growth | 01-01-2013 | 9.74 | 22.27 | 17.38 | 27.97 | 15.22 |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 14.79 | 32.2 | 21.55 | 25.76 | 14.66 |
| DSP Equity Opportunities Fund-Regular Plan - Growth | 16-05-2000 | 12.16 | 28.48 | 20.47 | 26.54 | 15.22 |
| UTI Large & Mid Cap Fund - Regular Plan - Growth Option | 01-08-2005 | 11.03 | 28.39 | 21.23 | 29.58 | 13.29 |
| Canara Robeco Emerging Equities - Regular Plan - Growth Option | 05-03-2005 | 10.96 | 23.56 | 15.53 | 24.85 | 15.46 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 10.52 | 28.1 | 21.15 | 30.51 | 14.86 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 10.39 | 28.4 | 20.07 | 27.89 | 12.2 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 10.35 | 26.07 | 18.51 | 26.85 | 15.4 |
| Franklin India Equity Advantage Fund - Growth Plan | 05-03-2005 | 10.28 | 22.31 | 14.58 | 25.72 | 11.22 |
| LIC MF Large & Mid Cap Fund-Regular Plan-Growth | 05-02-2015 | 10.15 | 25.27 | 15.04 | 23.56 | 14.07 |
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
16.78%
Others
6.17%
Large Cap
40.14%
Mid Cap
36.91%
