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

Formerly SBI Magnum Multiplier Fund Reg Gr

SBI Mutual Fund

SBI Large & Midcap Fund (Growth)

EquityDiversified

Top Ranked

358.5859

NAV (Dec 06)

17.1%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

5,369 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

358.5859

NAV (Dec 6)

Fund Returns

Last 1Y

40.7%

Last 3Y

20%

Last 5Y

17.1%

Last 10Y

17.5%

Since Inception

17.9%

6 Month CAGR

11%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.03

Launched (16y ago)

May 25, 2005

AUM in Crores

5368.305

ISIN

INF200K01305

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Saurabh Pant

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 462,975 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

25.4%

20.5%

5.8%

7.2%

25.4%

%

4.9%

5.8%

4.9%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Parag Parikh Flexi Cap fund (Growth)

Parag Parikh Flexi Cap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

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About SBI Large & Midcap Fund (G)

About SBI Large & Midcap Fund (G)

SBI Large & Midcap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 17.9% over a period of 16 years. The fund was previously known as SBI Magnum Multiplier Fund Reg Gr . The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Saurabh Pant

SBI Large & Midcap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

SBI Large & Midcap Fund (G) NAV,AUM,Risk

The SBI Large & Midcap Fund (G) fund was launched on May 25, 2005. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-06 is ₹358.59. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹5368.305. The category risk of the SBI Large & Midcap Fund (G) fund is Very High Risk. The fund charges 2.03 % as expense ratio.

SBI Large & Midcap Fund (G) Holdings

The fund’s highest allocation is towards Equity and has invested 94.7% in this asset class. The top three holdings of the fund are , page industries ltd , icici bank ltd , hdfc bank ltd , treps , state bank of india , nuvoco vista corp ltd , bharti airtel ltd , infosys ltd , indian hotels co ltd , relaxo footwears ltd , sona blw precision forgings ltd , g r infraprojects ltd , itc ltd , bharat forge ltd , emami ltd , kotak mahindra bank ltd , minda industries ltd , sheela foam ltd , ashok leyland ltd , reliance industries ltd , sbi life insurance company limited , ingersoll-rand (india) ltd , icici lombard general insurance co ltd , muthoot finance ltd , icici prudential life insurance company limited , kirloskar oil engines ltd , torrent power ltd , triveni turbine ltd , balkrishna industries ltd , natco pharma ltd , brigade enterprises ltd , max healthcare institute ltd ordinary shares , ajanta pharma ltd , indian bank , zydus wellness ltd , wabco india ltd , sun pharmaceuticals industries ltd , hcl technologies ltd , fortis healthcare ltd , privi speciality chemicals ltd , lemon tree hotels ltd , ahluwalia contracts (india) ltd , gail (india) ltd , ganesha ecosphere ltd , steel authority of india ltd , abbott india ltd , goodyear india ltd , andhra paper ltd , torrent pharmaceuticals ltd , abb india ltd , cummins india ltd , control print ltd , prataap snacks ltd , container corporation of india ltd , margin amount for derivative positions , net receivable / payable , tech mahindra ltd

SBI Large & Midcap Fund (G) Sip

The minimum SIP (Systematic Investment Plan) amount for this 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.

SBI Large & Midcap Fund (G) Investment volatility and Horizon

This fund 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) Review

SBI Large & Midcap Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Large & Midcap Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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