SBI Large Cap FUND-REGULAR PLAN GROWTH
(Erstwhile SBI Blue Chip Fund-Regular Plan Growth)
Category: Equity: Large Cap |
Launch Date: 01-02-2006 |
Asset Class: Equity |
Benchmark: BSE 100 TRI |
Expense Ratio: 1.48% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 53,030.39 Cr As on (31-07-2025) |
Turn over: 21 |
91.1033
0.08 (0.0899%)
11.99%
BSE 100 TRI 16.95%
PERFORMANCE of SBI Large Cap FUND-REGULAR PLAN GROWTH
Scheme Performance (%) Data as on - 14-08-2025
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 |
Yearly Performance (%)
Fund Managers
Ms. Sohini Andani, Mr. Pradeep Kesavan, Mr. Saurabh Pant,
Investment Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
RETURNS CALCULATOR for SBI Large Cap FUND-REGULAR PLAN GROWTH
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
SBI Large Cap FUND-REGULAR PLAN GROWTH | 01-02-2006 | 3.34 | 13.84 | 13.68 | 18.72 | 11.94 |
Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 13.91 | 0.0 | 0.0 | 0.0 | 0.0 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 5.3 | 19.08 | 0.0 | 0.0 | 0.0 |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 4.53 | 18.71 | 19.14 | 24.11 | 13.63 |
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION | 05-08-2010 | 4.17 | 16.88 | 14.81 | 18.11 | 12.99 |
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 4.03 | 19.2 | 17.73 | 21.64 | 13.69 |
DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 3.9 | 18.35 | 17.18 | 18.76 | 10.98 |
Franklin India Large Cap Fund-Growth | 01-12-1993 | 3.85 | 15.77 | 13.39 | 19.04 | 10.6 |
Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 3.48 | 13.56 | 12.19 | 16.99 | 12.59 |
BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 2.92 | 18.16 | 15.32 | 18.03 | 12.05 |
PORTFOLIO ANALYSIS of SBI Large Cap FUND-REGULAR PLAN GROWTH
Portfolio as on