SBI Large & Midcap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Large & Midcap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹42,336 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(%)
1M-5.50-0.612.98
6M3.253.8320.11
1Y-1.184.4240.44
3Y10.2213.5687.68

Portfolio Analysis

  • Equity: 97.91%
  • Debt: 2.09%
  • Others
As on: 2026-08-31
View allocation % by

1. HDFC Bank Ltd.6.36%
2. ICICI Bank Ltd.3.98%
3. Axis Bank Ltd.3.38%

1. Biocon Ltd.2.29%
2. Gland Pharma Ltd.2.17%
3. Aurobindo Pharma Ltd.1.91%
4. Abbott India Ltd.1.88%
5. Alkem Laboratories Ltd.1.86%
6. Divi's Laboratories Ltd.1.86%
7. Lupin Ltd.0.79%
8. Acutaas Chemicals Ltd.0.19%
9. Sun Pharmaceutical Industries Ltd.0.14%

1. LTM Ltd.1.89%
2. Hexaware Technologies Ltd.1.57%
3. Infosys Ltd.0.94%
4. HCL Technologies Ltd.0.68%
5. Wipro Ltd.0.55%

1. Tata Motors Ltd.2.37%
2. Ashok Leyland Ltd.2.32%
3. Tata Motors Passenger Vehicles Ltd.0.26%

1. Colgate Palmolive (India) Ltd.1.86%
2. Hindustan Uever Ltd.1.35%
3. Godrej Consumer Products Ltd.1.00%
4. Emami Ltd.0.56%

1. Asian Paints Ltd.2.41%
2. Berger Paints India Ltd.2.35%

1. Shree Cement Ltd.1.84%
2. The Ramco Cements Ltd.0.98%
3. JK Cement Ltd.0.46%
4. Nuvoco Vistas Corporation Ltd.0.42%
5. ACC Ltd.0.41%

1. Swiggy Ltd.2.05%
2. FSN E-Commerce Ventures Ltd.1.49%

1. State Bank of India2.88%

1. Torrent Power Ltd.1.87%
2. JSW Energy Ltd.0.92%

1. Balkrishna Industries Ltd.2.53%

1. Bharat Forge Ltd.2.34%

1. Adani Enterprises Ltd.2.31%

1. Jindal Steel Ltd.1.83%

1. United Breweries Ltd.1.77%

1. HDFC Life Insurance Company Ltd.1.75%

1. Adani Energy Solutions Ltd.0.91%
2. Acme Solar Holdings Ltd.0.71%

1. ICICI Prudential Asset Management Company Ltd.1.45%
2. HDFC Asset Management Co. Ltd.0.17%

1. Jubilant Foodworks Ltd.1.29%
2. Lemon Tree Hotels Ltd.0.11%

1. Sundram Fasteners Ltd.1.34%

1. Indus Towers Ltd.1.30%

1. Endurance Technologies Ltd.0.62%
2. Tenneco Clean Air India Ltd.0.61%

1. AIA Engineering Ltd.1.06%

1. ZF Commercial Vehicle Control Systems India Ltd.1.04%

1. Page Industries Ltd.1.03%
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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 ₹42,336 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
Mirae Asset Large & Midcap Fund Growth445,811 CR1.77
Union Large & Midcap Fund Growth11,017 CR2.55
SBI Large & Midcap Fund Growth442,335 CR1.65
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Fund Name1Y3Y
This FundMirae Asset Large & Midcap Fund Growth0.65732.45
This FundUnion Large & Midcap Fund Growth1.305233.4851
This FundSBI Large & Midcap Fund Growth-0.494534.1483
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

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 : -5.50%
  • 6 Months : 3.25%
  • 1 Year : -1.18%
  • 3 Years : 10.22%
Returns of SBI Large & Midcap Fund Growth are updated daily based on NAV of ₹ 623.0911 as on Sep 16,2026. Since inception, the return has been 33.91%.

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 ₹42,336 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.