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SBI Mutual Fund · Equity: Large and Mid Cap
SBI Large & MIDCap Fund- Regular Plan -Growth
To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.
EquityBenchmark · NIFTY Large Midcap 250 TRITER · 1.72%Inception · 28-02-1993
NAV
₹627.02
+0.91% · as of 14-05-2026
Since inception
16.91%
CAGR
Benchmark (inception)
15.53%
CAGR
Fund size
₹384 Cr
AUM
Expense ratio
1.72%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.91% CAGR vs benchmark +15.53%.
Portfolio
Where the money is invested
Top holdings
TREPS6.25%
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.08%
STATE BANK OF INDIA EQ NEW RE. 1/-3.23%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.12%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.06%
RELIANCE INDUSTRIES LIMITED EQ2.93%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.87%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-2.48%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-2.39%
BERGER PAINTS INDIA LIMITED EQ NEW FV RE. 1/-2.35%
Sector allocation
Financial Services19.68%
Healthcare13.34%
Automobile and Auto Components8.58%
Capital Goods8.16%
Fast Moving Consumer Goods7.69%
Consumer Durables7.29%
Information Technology5.73%
Metals & Mining5.71%
Construction Materials3.92%
Oil, Gas & Consumable Fuels3.84%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.9% p.a.₹10,000
10 years
Projected value
₹31,38,523
Invested: ₹12,00,000
Gained: ₹19,38,523
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Saurabh Pant
Manager since fund inception data not available
ISIN & identifiers
AMFI code
103024
ISIN (Growth)
INF200K01305
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
Motilal Oswal Large and MidCap Reg Gr
₹34.84
1Y
+11.3%
3Y
+24.9%
5Y
+21.5%
HSBC Large and Mid Cap Gr
₹28.04
1Y
+10.8%
3Y
+19.8%
5Y
+16.6%
Helios Large & Mid Cap Fund Reg Gr
₹10.78
1Y
+8.9%
3Y
+0.0%
5Y
+0.0%
Bandhan Large & Mid Cap Reg Gr
₹137.88
1Y
+8.0%
3Y
+22.6%
5Y
+19.1%
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr
₹99.25
1Y
+7.0%
3Y
+16.8%
5Y
+15.2%
Want a personalised recommendation?
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