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SBI Large Cap Fund-Regular Plan Growth

(Erstwhile SBI Blue Chip Fund-Regular Plan Growth)

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Category: Equity: Large Cap
Launch Date: 01-02-2006
Asset Class: Equity
Benchmark: BSE 100 TRI
Expense Ratio: 1.43% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 53,542.47 Cr As on (31-05-2026)
Turn over: 0.59
NAV as on 10-07-2026

94.1312

0.85 (0.9077%)

CAGR Since Inception

11.61%

BSE 100 TRI 16.3%

PERFORMANCE of SBI Large Cap Fund-Regular Plan Growth

Scheme Performance (%) Data as on - 10-07-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Large Cap Fund-Regular Plan Growth 0.41 10.27 11.21 11.97 11.61
Benchmark - - - - -
Equity: Large Cap -1.65 10.98 10.54 11.9 11.82

Yearly Performance (%)

Nav Movement

Fund Managers

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 0.41 -0.53 0.92 - -
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 0.41 2.8 10.27 11.21 11.97
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 5.04 1.51 14.53 0.0 0.0
Bank Of India Large Cap Fund Regular Plan Growth 24-06-2021 3.79 0.12 13.47 10.73 0.0
Invesco India LargeCap Fund - Growth 21-08-2009 1.88 3.18 13.86 12.74 12.75
Bandhan Large Cap Fund - Regular Plan - Growth 09-06-2006 1.41 2.39 12.86 12.01 12.58
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 0.67 0.85 11.54 11.27 11.77
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 0.37 0.52 12.96 10.8 10.0
HSBC Large Cap Fund - Regular Growth 10-12-2002 0.31 0.66 10.97 10.44 12.01
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 0.12 2.96 13.36 0.0 0.0
Groww Large Cap Fund Regular Plan Growth Option 10-02-2012 -0.3 -0.28 10.85 10.37 10.89

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Large Cap Fund-Regular Plan Growth

Portfolio as on