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SBI Large & Midcap Fund Growth Return

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  • 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)

₹40,850 Cr

Lock In Period

N/A

Expense Ratio

1.66

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

SBI Large & Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.67-0.805.59
6M0.791.1229.78
1Y3.683.3640.44
3Y14.269.12134.87

Portfolio Analysis

  • Equity: 96.24%
  • Debt: 3.76%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.7.42%
2. Axis Bank Ltd.3.62%
3. ICICI Bank Ltd.3.50%

1. Aurobindo Pharma Ltd.2.07%
2. Biocon Ltd.2.05%
3. Alkem Laboratories Ltd.2.01%
4. Gland Pharma Ltd.1.94%
5. Abbott India Ltd.1.92%
6. Divi's Laboratories Ltd.1.34%
7. Lupin Ltd.0.95%
8. Acutaas Chemicals Ltd.0.41%

1. Berger Paints India Ltd.2.50%
2. Asian Paints Ltd.2.48%

1. Colgate Palmolive (India) Ltd.2.03%
2. Godrej Consumer Products Ltd.1.16%
3. Hindustan Uever Ltd.1.04%
4. Emami Ltd.0.64%

1. Shree Cement Ltd.2.07%
2. The Ramco Cements Ltd.1.07%
3. JK Cement Ltd.0.51%
4. ACC Ltd.0.44%
5. Nuvoco Vistas Corporation Ltd.0.42%

1. LTM Ltd.1.52%
2. Hexaware Technologies Ltd.1.51%
3. Infosys Ltd.0.86%
4. HCL Technologies Ltd.0.57%
5. Wipro Ltd.0.00%

1. Tata Motors Ltd.2.21%
2. Ashok Leyland Ltd.2.16%

1. State Bank of India2.89%

1. Reliance Industries Ltd.2.03%
2. Hindustan Petroleum Corporation Ltd.0.80%

1. Torrent Power Ltd.1.75%
2. JSW Energy Ltd.1.07%

1. FSN E-Commerce Ventures Ltd.1.37%
2. Swiggy Ltd.1.29%

1. Bharat Forge Ltd.2.47%

1. Adani Enterprises Ltd.2.29%

1. ICICI Prudential Asset Management Company Ltd.1.63%
2. Cholamandalam Financial Holdings Ltd.0.58%

1. Balkrishna Industries Ltd.2.17%

1. HDFC Life Insurance Company Ltd.1.93%

1. Jindal Steel Ltd.1.85%

1. Adani Energy Solutions Ltd.0.99%
2. Acme Solar Holdings Ltd.0.70%

1. United Breweries Ltd.1.59%

1. Indus Towers Ltd.1.35%

1. AIA Engineering Ltd.1.31%

1. Jubilant Foodworks Ltd.1.12%
2. Lemon Tree Hotels Ltd.0.12%

1. Page Industries Ltd.1.23%

1. ZF Commercial Vehicle Control Systems India Ltd.1.09%

1. Sundram Fasteners Ltd.1.07%

1. Delhivery Ltd.1.06%

1. Voltas Ltd.0.59%
2. LG Electronics India Ltd.0.42%

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 ₹40,850 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.66. 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 Growth1965 CR2.51
Mirae Asset Large & Midcap Fund Growth444,048 CR1.78
SBI Large & Midcap Fund Growth440,849 CR1.66
Invesco India Large & Mid Cap Fund Growth311,164 CR1.95
Fund Name1Y3Y
This FundUnion Large & Midcap Fund Growth3.764144.3065
This FundMirae Asset Large & Midcap Fund Growth3.263247.6529
This FundSBI Large & Midcap Fund Growth3.675649.1782
This FundInvesco India Large & Mid Cap Fund Growth7.486388.3864

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 1.66. 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 : 2.67%
  • 6 Months : 0.79%
  • 1 Year : 3.68%
  • 3 Years : 14.26%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 655.4715 as on Jul 17,2026. Since inception, the return has been 49.18%.

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 ₹40,850 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.