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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹34,871 Cr

Lock In Period

N/A

Expense Ratio

1.57

Benchmark

Nifty Large Midcap 250 Total Return

Exit Load

For exit on or before 30 days from the date of allotment - 0.10%.For exit after 30 days from the date of allotmentNil.

Summary

Latest details for SBI Large & Midcap Fund Growth include a ₹638.2225 NAV as of Apr 20,2026 and returns since inception of 62.21%. Minimum investments start at SIP ₹100. The SBI Large & Midcap Fund Growth AUM is ₹34,871 Cr, with a lock-in of N/A years, expense ratio of 1.57%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - For exit on or before 30 days from the date of allotment - 0.10%.For exit after 30 days from the date of allotmentNil.. In the growth review for 1M Month/Year, the fund recorded 6.62% returns, against a category average of 1.91% and a category best of 11.32%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.621.9111.32
6M0.681.8329.78
1Y10.926.2140.44
3Y17.5016.87134.87

Portfolio Analysis

  • Equity: 92.97%
  • Debt: 7.03%
  • Others
As on: 2026-03-31
View allocation % by

1. Alkem Laboratories Ltd.2.24%
2. Biocon Ltd.2.07%
3. Abbott India Ltd.2.04%
4. Aurobindo Pharma Ltd.2.02%
5. Gland Pharma Ltd.1.54%
6. Divi's Laboratories Ltd.1.42%
7. Lupin Ltd.1.06%
8. Acutaas Chemicals Ltd.0.46%

1. HDFC Bank Ltd.6.08%
2. Axis Bank Ltd.3.06%
3. ICICI Bank Ltd.2.87%

1. Hexaware Technologies Ltd.1.46%
2. LTIMindtree Ltd.1.31%
3. Infosys Ltd.1.25%
4. HCL Technologies Ltd.0.84%
5. Tata Consultancy Services Ltd.0.59%
6. Wipro Ltd.0.22%
7. Persistent Systems Ltd.0.06%

1. Colgate Palmolive (India) Ltd.2.13%
2. Godrej Consumer Products Ltd.1.33%
3. Hindustan Unilever Ltd.1.18%
4. Emami Ltd.0.73%
5. Dabur India Ltd.0.12%

1. Ashok Leyland Ltd.2.48%
2. Tata Motors Ltd.2.26%

1. Asian Paints Ltd.2.39%
2. Berger Paints India Ltd.2.35%

1. State Bank of India3.23%
2. Punjab National Bank0.48%
3. Bank of India0.39%

1. Shree Cement Ltd.2.21%
2. The Ramco Cements Ltd.0.77%
3. ACC Ltd.0.49%
4. Nuvoco Vistas Corporation Ltd.0.45%

1. Reliance Industries Ltd.2.93%
2. Hindustan Petroleum Corporation Ltd.0.90%

1. Bharat Forge Ltd.3.12%

1. ICICI Prudential Asset Management Company Ltd.1.77%
2. Cholamandalam Financial Holdings Ltd.0.56%

1. Jindal Steel Ltd.2.27%

1. Tata Steel Ltd.1.10%
2. Steel Authority of India Ltd.0.79%

1. Torrent Power Ltd.1.89%

1. Balkrishna Industries Ltd.1.73%

1. Indus Towers Ltd.1.69%

1. United Breweries Ltd.1.68%

1. Voltas Ltd.0.68%
2. LG Electronics India Ltd.0.58%

1. FSN E-Commerce Ventures Ltd.1.21%

1. Jubilant Foodworks Ltd.1.07%
2. Lemon Tree Hotels Ltd.0.12%

1. ZF Commercial Vehicle Control Systems India Ltd.1.14%

1. Page Industries Ltd.1.11%

1. AIA Engineering Ltd.1.10%

1. UNO Minda Ltd.1.04%

1. Hindalco Industries Ltd.1.01%

1. Sundram Fasteners Ltd.1.01%

About Fund

SBI Large & Midcap Fund Growth managed by SBI Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹34,871 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.57. Under the expert guidance of Saurabh Pant ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Saurabh Pant

Mr. Saurabh has done B.Com, MBE, C.F.A(USA) Level III candidate. He has over 4 years experience in Indian capital markets in the capacity of research analyst: From May 2007 to June 2011 - as Research Analyst with SBI Funds Management Pvt Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Large & Mid Cap Fund Growth1421.84 CR2.48
This FundMahindra Manulife Large & Mid Cap Fund Growth22452.98 CR1.96
This FundSBI Large & Midcap Fund Growth434870.7 CR1.57
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundBank of India Large & Mid Cap Fund Growth10.31660.7597
This FundMahindra Manulife Large & Mid Cap Fund Growth6.262461.1452
This FundSBI Large & Midcap Fund Growth10.921462.2132
This FundInvesco India Large & Mid Cap Fund Growth10.627492.9517
This FundMotilal Oswal Large and Midcap Fund Growth17.3832100.7921

FAQs

SBI Large & Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Large & Midcap Fund Growth is 1.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Large & Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 6.62%
  • 6 Months : 0.68%
  • 1 Year : 10.92%
  • 3 Years : 17.50%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 638.2225 as on Apr 20,2026. Since inception, the return has been 62.21%.

You can invest in SBI Large & Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Large & Midcap Fund Growth is ₹34,871 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Large & Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500