SBI Large & Midcap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Large & Midcap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

38,426 Cr

Lock In Period

N/A

Expense Ratio

1.72

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.

Benchmark

Nifty Large Midcap 250 Total Return

Summary

SBI Large & Midcap Fund Growth NAV is ₹625.8386 as of 19 May, 2026. SBI Large & Midcap Fund Growth has delivered 54.04% returns since its launch. The minimum SIP investment amount in SBI Large & Midcap Fund Growth is ₹100. The AUM of SBI Large & Midcap Fund Growth is ₹38,426 Cr. The expense ratio of the fund is 1.72%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund 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 last 1M months, SBI Large & Midcap Fund Growth has delivered -0.48% returns.

SBI Large & Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.480.378.64
6M-3.401.5629.78
1Y4.254.9740.44
3Y15.4916.41134.87

Portfolio Analysis

  • Equity: 92.64%
  • Debt: 7.36%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd.7.63%
2. Axis Bank Ltd.3.33%
3. ICICI Bank Ltd.2.73%

1. Alkem Laboratories Ltd.2.08%
2. Abbott India Ltd.2.04%
3. Aurobindo Pharma Ltd.1.94%
4. Biocon Ltd.1.87%
5. Gland Pharma Ltd.1.44%
6. Divi's Laboratories Ltd.1.40%
7. Lupin Ltd.0.96%
8. Acutaas Chemicals Ltd.0.43%

1. LTM Ltd.1.42%
2. Hexaware Technologies Ltd.1.40%
3. Infosys Ltd.1.07%
4. HCL Technologies Ltd.0.68%
5. Wipro Ltd.0.66%
6. Tata Consultancy Services Ltd.0.56%
7. Persistent Systems Ltd.0.05%

1. Colgate Palmolive (India) Ltd.2.27%
2. Godrej Consumer Products Ltd.1.31%
3. Hindustan Uever Ltd.1.17%
4. Emami Ltd.0.75%

1. Berger Paints India Ltd.2.46%
2. Asian Paints Ltd.2.45%

1. Ashok Leyland Ltd.2.36%
2. Tata Motors Ltd.2.28%

1. Shree Cement Ltd.2.11%
2. The Ramco Cements Ltd.0.71%
3. ACC Ltd.0.50%
4. Nuvoco Vistas Corporation Ltd.0.43%

1. Reliance Industries Ltd.2.83%
2. Hindustan Petroleum Corporation Ltd.0.91%

1. State Bank of India3.20%
2. Bank of India0.31%

1. Bharat Forge Ltd.3.18%

1. ICICI Prudential Asset Management Company Ltd.1.88%
2. Cholamandalam Financial Holdings Ltd.0.58%

1. Torrent Power Ltd.2.29%

1. Jindal Steel Ltd.2.27%

1. Tata Steel Ltd.1.10%
2. Steel Authority of India Ltd.0.87%

1. United Breweries Ltd.1.84%

1. Balkrishna Industries Ltd.1.63%

1. Indus Towers Ltd.1.51%

1. Jubilant Foodworks Ltd.1.15%
2. Lemon Tree Hotels Ltd.0.13%

1. Voltas Ltd.0.70%
2. LG Electronics India Ltd.0.58%

1. FSN E-Commerce Ventures Ltd.1.24%

1. Page Industries Ltd.1.16%

1. ZF Commercial Vehicle Control Systems India Ltd.1.11%

1. AIA Engineering Ltd.1.08%

1. Sundram Fasteners Ltd.1.04%

About Fund SBI Large & Midcap Fund Growth

SBI Large & Midcap Fund Growth managed by SBI Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹38,426 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.72. 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 Name1Y3Y
This FundL&T Large and Midcap Fund - Growth2.339753.1852
This FundLIC MF Large & Mid Cap Fund Growth-2.39453.6003
This FundSBI Large & Midcap Fund Growth4.247554.0446
This FundMotilal Oswal Large and Midcap Fund Growth8.563592.8248

SBI Large & Midcap Fund Growth 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 1.72. 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 : -0.48%
  • 6 Months : -3.40%
  • 1 Year : 4.25%
  • 3 Years : 15.49%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 625.8386 as on May 15,2026. Since inception, the return has been 54.04%.

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 ₹38,426 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.