MUTUAL FUND RESEARCH

  1. Home
  2. Mutual Fund Research
Submit

SBI Large Cap FUND-REGULAR PLAN GROWTH

(Erstwhile SBI Blue Chip Fund-Regular Plan Growth)

Back to Mutual Funds Research Page
Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.48% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 54,687.99 Cr As on (31-10-2025)
Turn over: 21
NAV as on 08-12-2025

95.2587

-0.83 (-0.8738%)

CAGR Since Inception

12.04%

BSE 100 TRI 0.06%

PERFORMANCE of SBI Large Cap FUND-REGULAR PLAN GROWTH

Scheme Performance (%) Data as on - 08-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Large Cap FUND-REGULAR PLAN GROWTH 4.52 13.46 15.4 13.12 12.04
Benchmark - - - - -
Equity: Large Cap 2.26 13.78 15.25 13.06 13.27

Yearly Performance (%)

Nav Movement

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.

RETURNS CALCULATOR for SBI Large Cap FUND-REGULAR PLAN GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 0.7 0.78 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-REGULAR PLAN GROWTH 01-02-2006 4.52 12.37 13.46 15.4 13.12
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 6.65 15.86 17.22 18.76 15.2
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 6.35 0.0 0.0 0.0 0.0
Franklin India Large Cap Fund-Growth 01-12-1993 4.53 14.89 14.1 15.54 12.08
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 4.51 15.42 17.1 15.78 12.44
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 4.37 12.3 12.26 14.39 14.01
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 4.23 13.84 14.38 16.29 13.34
UTI Large Cap Fund - Regular Plan - Growth Option 18-10-1986 3.96 11.2 11.9 13.92 12.66
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 3.84 15.2 17.95 20.86 14.98
Kotak Large Cap Fund - Growth 29-12-1998 3.56 13.84 14.41 15.86 13.46

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Large Cap FUND-REGULAR PLAN GROWTH

Portfolio as on