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SBI Large & Midcap Fund Growth Return

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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)

₹39,424 Cr

Lock In Period

N/A

Expense Ratio

1.52

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 ₹646.2348 as of 29 Jun, 2026. SBI Large & Midcap Fund Growth has delivered 52.90% 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 ₹39,424 Cr. The expense ratio of the fund is 1.52%, 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 1.58% returns.

SBI Large & Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.58-0.036.37
6M-0.121.9329.78
1Y5.324.7240.44
3Y15.2113.48134.87

Portfolio Analysis

  • Equity: 95.24%
  • Debt: 4.76%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.7.18%
2. Axis Bank Ltd.3.30%
3. ICICI Bank Ltd.2.65%

1. Biocon Ltd.2.17%
2. Abbott India Ltd.2.10%
3. Alkem Laboratories Ltd.2.06%
4. Aurobindo Pharma Ltd.1.94%
5. Gland Pharma Ltd.1.81%
6. Divi's Laboratories Ltd.1.40%
7. Lupin Ltd.0.92%
8. Acutaas Chemicals Ltd.0.50%

1. Hexaware Technologies Ltd.1.55%
2. LTM Ltd.1.32%
3. Infosys Ltd.1.03%
4. HCL Technologies Ltd.0.66%
5. Tata Consultancy Services Ltd.0.50%
6. Wipro Ltd.0.42%
7. Persistent Systems Ltd.0.05%

1. Colgate Palmolive (India) Ltd.2.17%
2. Godrej Consumer Products Ltd.1.23%
3. Hindustan Uever Ltd.1.09%
4. Emami Ltd.0.66%

1. Asian Paints Ltd.2.60%
2. Berger Paints India Ltd.2.54%

1. Shree Cement Ltd.2.15%
2. The Ramco Cements Ltd.1.04%
3. JK Cement Ltd.0.50%
4. Nuvoco Vistas Corporation Ltd.0.50%
5. ACC Ltd.0.48%

1. Ashok Leyland Ltd.2.21%
2. Tata Motors Ltd.2.05%

1. Reliance Industries Ltd.2.55%
2. Hindustan Petroleum Corporation Ltd.0.93%

1. Bharat Forge Ltd.3.23%

1. Torrent Power Ltd.1.82%
2. JSW Energy Ltd.1.14%

1. State Bank of India2.81%

1. ICICI Prudential Asset Management Company Ltd.1.97%
2. HDFC Asset Management Co. Ltd.0.38%

1. Jindal Steel Ltd.2.18%

1. Adani Enterprises Ltd.2.16%

1. HDFC Life Insurance Company Ltd.1.94%

1. United Breweries Ltd.1.62%

1. Balkrishna Industries Ltd.1.62%

1. Indus Towers Ltd.1.58%

1. AIA Engineering Ltd.1.20%

1. FSN E-Commerce Ventures Ltd.1.20%

1. Page Industries Ltd.1.18%

1. Voltas Ltd.0.59%
2. LG Electronics India Ltd.0.54%

1. Jubilant Foodworks Ltd.1.00%
2. Lemon Tree Hotels Ltd.0.12%

1. ZF Commercial Vehicle Control Systems India Ltd.1.08%

1. Tata Steel Ltd.1.06%

1. Sundram Fasteners Ltd.1.03%

1. Samvardhana Motherson International Ltd.1.01%

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 ₹39,424 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.52. 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
Union Large & Midcap Fund Growth1932.69 CR2.26
Mirae Asset Large & Midcap Fund Growth442792.2 CR1.51
SBI Large & Midcap Fund Growth439424.46 CR1.52
Motilal Oswal Large and Midcap Fund Growth417420.43 CR1.68
Invesco India Large & Mid Cap Fund Growth310152.74 CR1.75
Fund Name1Y3Y
This FundUnion Large & Midcap Fund Growth3.013748.2817
This FundMirae Asset Large & Midcap Fund Growth2.991951.8146
This FundSBI Large & Midcap Fund Growth5.31952.9041
This FundMotilal Oswal Large and Midcap Fund Growth5.766487.8183
This FundInvesco India Large & Mid Cap Fund Growth6.645591.1807

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 1.52. 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 : 1.58%
  • 6 Months : -0.12%
  • 1 Year : 5.32%
  • 3 Years : 15.21%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 646.2348 as on Jun 25,2026. Since inception, the return has been 52.90%.

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 ₹39,424 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.