- Mutual Funds
- SBI Mutual Fund
- SBI Large & Midcap Fund (G)
SBI Large & Midcap Fund (G)
₹ 618.39
NAV (Jul 28)
SBI Large & Midcap Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment6,51,295
Wealth Gained13,83,907
Total Corpus Created (₹)
With CAGR of 24.667 % in 5 yearsHistorical 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
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 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Large & Midcap Fund (G) | 13,83,907 | 6,51,295 | 24.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
6.05%Others
4.26%Reliance Industries Ltd.
4.18%ICICI Bank Ltd.
3.28%State Bank of India
2.93%
Allocation by Sector
Financial
26.91%Healthcare
11.92%Materials
7.6%Automobile
7.57%Technology
7.51%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,848 cr | ||
₹ 72,336 cr | ||
₹ 79,584 cr | ||
₹ 30,616 cr | ||
₹ 17,427 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox 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 Investment6,51,295
Wealth Gained13,83,907
Total Corpus Created (₹)
With CAGR of 24.667 % in 5 yearsSBI 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
What is SBI Large & Midcap Fund (G)?
How to invest in SBI Large & Midcap Fund (G)?
What is the minimum sip amount of SBI Large & Midcap Fund (G)?
Is SBI Large & Midcap Fund (G) good to invest in?
What is the expense ratio of the SBI Large & Midcap Fund (G)?
What is the NAV of SBI Large & Midcap Fund (G)?