SBI Mutual Fund

SBI Large & Midcap Fund (G)

₹ 618.39

NAV (Jul 28)

24.667%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

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

View all 7 analysis

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SBI Large & Midcap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

6,51,295

Wealth Gained

13,83,907

Total Corpus Created (₹)

With CAGR of 24.667 % in 5 years

Historical NAV

₹ 618.386

NAV (Jul 28)

Fund Returns

Last 1Y
2.9%
Last 3Y
19.5%
Last 5Y
24.7%
Last 10Y
14.5%
Since Inception
15%
6 Month CAGR
11.3%

Scheme Information

Investment Objective

The scheme seeks 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
1.62 %
Launched
-
AUM in Crores
33031.1
ISIN
INF200K01305
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
13
Beta
0.9
Sharpe Ratio
0.7
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Large & Midcap Fund (G)70%13,83,907 6,51,29524.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

6.05%
6.051%

Others

4.26%
4.257%

Reliance Industries Ltd.

4.18%
4.178%

ICICI Bank Ltd.

3.28%
3.283%

State Bank of India

2.93%
2.931%
See all holdings
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Allocation by Sector

Financial

26.91%
26.910746%

Healthcare

11.92%
11.915669%

Materials

7.6%
7.600272%

Automobile

7.57%
7.565951%

Technology

7.51%
7.506458%
See all sectors
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comparison

Comparison with Equity Funds

Fund NameFund Size

₹ 26,848 cr

₹ 72,336 cr

₹ 79,584 cr

₹ 30,616 cr

₹ 17,427 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
Fund NameScripbox Opinion
Till Date CAGR

25.7%

16.9%

22.2%

19.1%

16.7%

9.5%

8.1%

7.5%

7.7%

7.6%

SBI Large & Midcap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

6,51,295

Wealth Gained

13,83,907

Total Corpus Created (₹)

With CAGR of 24.667 % in 5 years

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 14.99%. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Saurabh Pant.

Nav of SBI Large & Midcap Fund (G) as of 7/28/2025 is ₹618.39 with the total AUM as of 7/30/2025 is ₹33031.14. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.

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 NIFTY Large Midcap 250 Total Return Index.

Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 2.9% 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

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SBI Large & Midcap Fund (G) Calculator

Investment Duration5 years

7,32,612

Total Investment

6,51,295

Wealth Gained

13,83,907

Total Corpus Created (₹)

With CAGR of 24.667 % in 5 years