SBI Large Cap FUND-REGULAR PLAN GROWTH
(Erstwhile SBI Blue Chip Fund-Regular Plan Growth )
| Category: Equity: Large Cap |
| Launch Date: 01-02-2006 |
| Asset Class: Equity |
| Benchmark: BSE 100 TRI |
| Expense Ratio: 1.48% As on ( 30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 53,959.08 Cr As on ( 30-06-2025) |
| Turn over: 21 |
NAV (₹):
91.0214
₹
0.56
(
0.6136%
)
as on
13-08-2025
CAGR
Since Inception -
11.99%
BSE 100 TRI -
16.95%
Fund Managers
Ms. Sohini Andani, Mr. Pradeep Kesavan, Mr. Saurabh Pant,
Investment Objective
To provide investors with opportunities forlong-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index.
PERFORMANCE of SBI Large Cap FUND-REGULAR PLAN GROWTH
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 3.33 | 13.66 | 18.4 | 12.12 | 11.99 |
| Benchmark | - | - | - | - | - |
| Equity: Large Cap | 1.29 | 14.03 | 17.91 | 11.8 | 13.34 |
RETURNS CALCULATOR for SBI Large Cap FUND-REGULAR PLAN GROWTH
Growth of 10000 In SIP (Fund vs Benchmark)
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End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of SBI Large Cap FUND-REGULAR PLAN GROWTH
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND-REGULAR PLAN GROWTH | 11.31 | 0.8 | 1.21 | 0.88 | - | - |
| Equity: Large Cap | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI Large Cap FUND Reg PLAN Gr | 01-02-2006 | 3.33 | 13.73 | 13.66 | 18.4 | 12.12 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 14.57 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 5.35 | 18.78 | 0.0 | 0.0 | 0.0 |
| Nippon India Large Cap Fund Gr Gr | 08-08-2007 | 4.56 | 18.47 | 19.16 | 23.79 | 13.84 |
| CANARA ROBECO LARGE CAP FUND REG GR | 05-08-2010 | 4.37 | 16.78 | 14.81 | 17.87 | 13.19 |
| DSP Large Cap Fund Reg Gr | 05-03-2003 | 3.85 | 18.12 | 17.2 | 18.46 | 11.18 |
| ICICI Pru Large Cap Fund Gr | 05-05-2008 | 3.79 | 19.14 | 17.71 | 21.33 | 13.88 |
| Franklin India Large Cap Fund Gr | 01-12-1993 | 3.78 | 15.61 | 13.35 | 18.78 | 10.79 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 3.66 | 13.4 | 12.18 | 16.7 | 12.85 |
| Bandhan Large Cap Reg Gr | 09-06-2006 | 2.95 | 18.18 | 15.32 | 17.83 | 12.25 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of SBI Large Cap FUND-REGULAR PLAN GROWTH
Portfolio as on