SP
Saurabh PantFund Manager Since 10 Sept 2016
EquityLarge & Mid-Cap
SBI Large & Midcap Fund Regular Growth
3Y Annualised
22.14%
0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.83%
0.61% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 6 months
NIFTY 50
4 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹33031.14 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.001%
For exit on or before 30 days from the date of allotment – 0.10 %. For exit after 30 days from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Reinvestment of IncomeDistcumCapWdrl
19.20%
2nd
Bank of India Large & Mid Cap Equity Fund Regular Quarterly Payout Inc Dist cum Cap Wdrl
19.20%
3rd
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
4th
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
5th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
29th
SBI Large & Midcap Fund Regular Growth
3.83%
Fund Managers
About SBI Large & Midcap Fund Regular Growth
SBI Large & Midcap Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 20 years, having been launched on 2005-05-25. SBI Large & Midcap Fund Regular Growth has ₹33031.14 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of SBI Large & Midcap Fund Regular Growth as of Tue Jul 15 2025 is ₹629.2639. The fund has an expense ratio of 1.58%, which is medium comparable to most other Equity funds.
SBI Large & Midcap Fund Regular Growth returns for the last 1 year are 5.53%. Since launch, it has delivered 17.74% average annual returns.
The SBI Large & Midcap Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Healthcare, Basic Materials sectors.
Top 5 Holdings of SBI Large & Midcap Fund Regular Growth.
- HDFC Bank Ltd: 7.97%
- Kotak Mahindra Bank Ltd: 3.67%
- Reliance Industries Ltd: 3.45%
- Axis Bank Ltd: 3.34%
- HDFC Asset Management Co Ltd: 3.00%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2005-05-25 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Large & Midcap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
37.38%
expense ratio
1.86%
fund size
₹5427.44 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
29.54%
expense ratio
1.03%
fund size
₹5195.23 Cr
SBI Magnum Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
14.17%
expense ratio
0.85%
fund size
₹127.89 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
15.98%
expense ratio
1.67%
fund size
₹22499.74 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
16.75%
expense ratio
0.04%
fund size
₹120041.17 Cr
FAQs
What is the current NAV of SBI Large & Midcap Fund Regular Growth?
What are the average returns of SBI Large & Midcap Fund Regular Growth?
How do I invest in SBI Large & Midcap Fund Regular Growth?
What is the expense ratio of SBI Large & Midcap Fund Regular Growth?
What are net assets under management (AUM) of SBI Large & Midcap Fund Regular Growth?
What is the PE and PB ratio of SBI Large & Midcap Fund Regular Growth?
What are the top 5 holdings of SBI Large & Midcap Fund Regular Growth?
What are the top 3 sectors that SBI Large & Midcap Fund Regular Growth has invested in?
Who is the manager of SBI Large & Midcap Fund Regular Growth?
What is the exit load of SBI Large & Midcap Fund Regular Growth?
How to Redeem SBI Large & Midcap Fund Regular Growth?
Can I invest in SIP and a Lump Sum of SBI Large & Midcap Fund Regular Growth?
