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)

₹42,325 Cr

Lock In Period

N/A

Expense Ratio

1.65

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(%)
1M2.201.217.67
6M-0.502.9216.52
1Y6.345.9240.44
3Y13.9316.0694.13

Portfolio Analysis

  • Equity: 97.99%
  • Debt: 2.01%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.6.72%
2. ICICI Bank Ltd.3.93%
3. Axis Bank Ltd.3.20%

1. Biocon Ltd.2.36%
2. Abbott India Ltd.2.02%
3. Alkem Laboratories Ltd.2.01%
4. Aurobindo Pharma Ltd.2.00%
5. Gland Pharma Ltd.1.87%
6. Divi's Laboratories Ltd.1.58%
7. Lupin Ltd.0.91%
8. Acutaas Chemicals Ltd.0.34%

1. LTM Ltd.1.81%
2. Hexaware Technologies Ltd.1.59%
3. Infosys Ltd.0.93%
4. HCL Technologies Ltd.0.70%
5. Wipro Ltd.0.55%

1. Colgate Palmolive (India) Ltd.2.04%
2. Hindustan Unilever Ltd.1.44%
3. Godrej Consumer Products Ltd.1.19%
4. Emami Ltd.0.61%

1. Asian Paints Ltd.2.50%
2. Berger Paints India Ltd.2.46%

1. Tata Motors Ltd.2.20%
2. Ashok Leyland Ltd.2.20%
3. Tata Motors Passenger Vehicles Ltd.0.28%

1. Shree Cement Ltd.2.06%
2. The Ramco Cements Ltd.1.02%
3. JK Cement Ltd.0.49%
4. Nuvoco Vistas Corporation Ltd.0.46%
5. ACC Ltd.0.44%

1. Swiggy Ltd.2.07%
2. FSN E-Commerce Ventures Ltd.1.42%

1. Torrent Power Ltd.2.17%
2. JSW Energy Ltd.0.99%

1. State Bank of India2.79%

1. Bharat Forge Ltd.2.44%

1. Adani Enterprises Ltd.2.44%

1. Balkrishna Industries Ltd.2.38%

1. United Breweries Ltd.1.92%

1. Jindal Steel Ltd.1.85%

1. ICICI Prudential Asset Management Company Ltd.1.47%
2. HDFC Asset Management Co. Ltd.0.34%

1. HDFC Life Insurance Company Ltd.1.77%

1. Adani Energy Solutions Ltd.1.06%
2. Acme Solar Holdings Ltd.0.64%

1. Indus Towers Ltd.1.30%

1. Jubilant Foodworks Ltd.1.14%
2. Lemon Tree Hotels Ltd.0.11%

1. Page Industries Ltd.1.16%

1. AIA Engineering Ltd.1.14%

1. Sundram Fasteners Ltd.1.09%

1. Delhivery Ltd.1.05%
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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 ₹42,325 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.65. 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 Growth1982 CR2.51
Canara Robeco Large and Mid Cap Fund Growth126,062 CR1.77
SBI Large & Midcap Fund Growth442,325 CR1.65
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundUnion Large & Midcap Fund Growth8.264846.2434
This FundCanara Robeco Large and Mid Cap Fund Growth2.245246.6074
This FundSBI Large & Midcap Fund Growth6.34447.8956
This FundInvesco India Large & Mid Cap Fund Growth10.026687.5903

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 1.65. 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 : 2.20%
  • 6 Months : -0.50%
  • 1 Year : 6.34%
  • 3 Years : 13.93%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 656.0328 as on Aug 26,2026. Since inception, the return has been 47.90%.

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 ₹42,325 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.