Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹38,766 Cr
Lock In Period
N/A
Expense Ratio
1.55
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 ₹603.4694 NAV as of Mar 16,2026 and returns since inception of 59.36%. Minimum investments start at SIP ₹100. The SBI Large & Midcap Fund Growth AUM is ₹38,766 Cr, with a lock-in of N/A years, expense ratio of 1.55%, 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 -7.90% returns, against a category average of -1.68% and a category best of 5.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.90 | -1.68 | 5.46 |
| 6M | -4.30 | 0.74 | 29.78 |
| 1Y | 11.13 | 6.03 | 40.44 |
| 3Y | 16.81 | 16.75 | 134.87 |
Portfolio Analysis
- Equity: 92.57%
- Debt: 7.43%
- Others
As on: 2026-02-28
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About Fund
SBI Large & Midcap Fund Growth managed by SBI Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹38,766 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.55. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundLIC MF Large & Mid Cap Fund Growth | 1 | 3045.06 CR | 1.92 |
| This FundSBI Large & Midcap Fund Growth | 4 | 38765.94 CR | 1.55 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 5 | 15017.31 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Large & Mid Cap Fund Growth | 4.8475 | 59.0612 |
| This FundSBI Large & Midcap Fund Growth | 11.1311 | 59.3635 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 12.7473 | 84.0811 |
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 1.55. 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 : -7.90%
- 6 Months : -4.30%
- 1 Year : 11.13%
- 3 Years : 16.81%
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 ₹38,766 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