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  • SBI Mutual Fund
  • SBI Large & Midcap Fund (Growth)

Formerly SBI Magnum Multiplier Fund Reg Gr

SBI Mutual Fund

SBI Large & Midcap Fund (Growth)

EquityLarge & Mid Cap

Top Ranked

410.5113

NAV (Dec 02)

13.9%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

410.5113

NAV (Dec 2)

Fund Returns

Last 1Y

12.8%

Last 3Y

21.8%

Last 5Y

13.9%

Last 10Y

16.9%

Since Inception

17.7%

6 Month CAGR

17.2%

Scheme Information

Investment Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.

Expense Ratio

1.91

Launched (17y ago)

May 25, 2005

AUM in Crores

8594.339

ISIN

INF200K01305

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.8

Standard Deviation (5yr)

20.4

Beta (3yr)

0.98

Beta (5yr)

0.96

Sharpe Ratio (3yr)

0.777

Sharpe Ratio (5yr)

0.487

YTM

0

Fund Managers

Saurabh Pant

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

6.8%
6.8%

page industries ltd

4.2%
4.2%

state bank of india

3.7%
3.7%

axis bank ltd

3.6%
3.6%

infosys ltd

3.6%
3.6%
See all holdings

Allocation by Sector

consumer cyclical

20.6%
20.6%

financial services

20.5%
20.5%

industrials

12.5%
12.5%

healthcare

10.7%
10.7%

basic materials

9.1%
9.1%
See all sectors

Compare SBI Large & Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.8%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.8%

    17.7%

    16.6%

    11.8%

    SBI Large & Midcap Fund (G) Review

    SBI Large & Midcap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.7% over a period of 17 years. The fund was previously known as SBI Magnum Multiplier Fund Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Saurabh Pant.

    Nav of SBI Large & Midcap Fund (G) as of 12/2/2022 is ₹410.51 with the total AUM as of 12/4/2022 is ₹8594.339. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Large & Midcap Fund (G) was launched on May 25, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Large & Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    SBI Large & Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.

    SBI Large & Midcap Fund (G) is rated as a 4 fund in Equity and delivered 12.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Large & Midcap Fund (G).

    Frequently Asked Questions

    What is SBI Large & Midcap Fund (G)?

    SBI Large & Midcap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Large & Midcap Fund (G)?

    You can invest in SBI Large & Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Large & Midcap Fund (G)?

    The minimum sip amount for SBI Large & Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Large & Midcap Fund (G) good to invest in?

    As per Scripbox experts, SBI Large & Midcap Fund (G) is a Top Ranked fund. You can investSBI Large & Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Large & Midcap Fund (G)?

    The expense ratio of the SBI Large & Midcap Fund (G) is 1.91% for regular plan.