SBI Large & Midcap Fund - Regular Plan

Equity

Large & Mid Cap

Very High Risk

Rs 292.87

0.64

NAV as on Dec 22, 2025

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

1.56%

Fund Category

Equity - Large & Mid Cap

Fund Size

Rs 37,045 Crores

Exit Load

0.10%

Min. Investment

Rs 5,000

Nav Chart

Asset Allocation

Sector Allocation

SBI Large & Midcap Fund - Regular Plan Fund Details

Investment Objective - To provide investors long term capital appreciation along with the liquidity of an open-ended scheme. The scheme will invest in a diversified portfolio of equities of high growth companies.

Fund House

SBI Mutual Fund

Return Since Launch

10.83%

Launch Date

Feb 28, 1993

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

11.30 vs 12.61

Fund Vs Category Avg

Beta

0.81 vs 0.89

Fund Vs Category Avg

Sharpe Ratio

0.94 vs 0.85

Fund Vs Category Avg

Portfolio Turnover Ratio

54.00 vs 50.11

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
HDFC Bank Ltd.	5.98	Banks	Equity
Reliance Industries Ltd.	3.22	Petroleum	Equity
Axis Bank Ltd.	3.18	Banks	Equity
State Bank of India	3.04	Banks	Equity
Asian Paints Ltd.	2.98	Paints and Pigments	Equity
HDFC Asset Management Company Ltd.	2.76	Finance	Equity
Berger Paints (India) Ltd.	2.59	Paints and Pigments	Equity
Bharat Forge Ltd.	2.52	Engineering	Equity
Ashok Leyland Ltd.	2.30	Automobiles	Equity
Alkem Laboratories Ltd.	2.27	Pharmaceuticals and health care	Equity

View All

Dec 22, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.04	0.71	2.97	7.10	15.05	18.06	20.51	13.04	10.83
Category Average (%)	1.85	0.31	1.52	3.63	4.67	15.90	15.32	NA	14.34
Rank within Category	158	60	52	21	17	73	28	52	118

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

Peer Comparision

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Mirae Asset Large & Midcap Fund	52.28	43,542	1.66	0.73	3.28	6.64	0.36	9.12	8.46	7.95	11.29	1.50
SBI Large & Midcap Fund	292.87	37,045	1.04	0.71	2.97	7.10	10.04	18.06	20.51	13.04	10.83	1.56
Kotak Large & Midcap Fund	61.62	29,961	1.66	0.49	2.11	5.26	5.97	20.35	18.75	10.71	8.91	1.57
HDFC Large and Mid Cap Fund	38.48	28,892	1.85	0.24	1.51	3.91	-1.18	14.22	15.68	5.96	8.28	1.63
ICICI Prudential Large & Mid Cap Fund	30.74	26,939	1.55	-0.19	-5.99	-2.91	4.13	11.81	12.99	6.16	4.17	1.63
Canara Robeco Large and Mid Cap Fund	82.79	26,170	1.72	-5.85	-7.59	-5.44	-4.14	11.32	11.02	8.88	10.72	1.60
DSP Large & Mid Cap Fund	40.90	17,215	1.63	1.55	3.79	5.10	-1.42	11.97	9.16	4.64	5.65	1.67
Axis Large & Mid Cap Fund	21.09	15,605	1.49	0.57	0.76	4.35	-2.45	9.44	8.05	NA	10.98	1.68
Motilal Oswal Large and Midcap Fund	25.64	15,146	3.07	-1.90	-4.14	0.37	-10.14	18.18	17.02	NA	16.47	1.69
Bandhan Large & Mid Cap Fund	30.60	12,784	1.93	0.33	2.66	6.67	0.62	16.80	15.37	8.53	5.64	1.70

View All

Dec 22, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,502 (+10.04%)

Fund Manager

Saurabh Pant

Mr. Saurabh Pant has done B.Com, MBE, C.F.A(USA) Level III candidate. He has been associated with SBI Mutual Fund since 2007.

View More

Here is the list of funds managed by Saurabh Pant

Scheme Name(IDCW Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
SBI Large Cap Fund	Equity - Large Cap	54.82	55,637	9.17	15.50
SBI Large & Midcap Fund	Equity - Large & Mid Cap	292.87	37,045	10.04	20.51
SBI Multicap Fund	Equity - Multi Cap	16.98	23,956	3.34	NA
SBI Conservative Hybrid Fund	Hybrid - Conservative	21.39	9,879	6.48	9.82
SBI Conservative Hybrid Fund - Div (Annual)	Hybrid - Conservative	26.17	9,879	6.48	9.82
SBI Conservative Hybrid Fund - Div (Monthly)	Hybrid - Conservative	21.88	9,879	2.23	8.93

View All

Dec 22, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	65.95	82,958	1.01	0.32	1.84	3.83	12.41	15.01	14.04	9.36	6.49	1.38
SBI Large Cap Fund	54.82	55,637	1.30	1.33	3.35	5.20	9.17	15.49	15.50	12.49	8.95	1.47
SBI Contra Fund	68.95	49,838	1.21	0.81	3.54	4.78	6.15	20.41	25.14	12.98	7.57	1.48
SBI Focused Fund	70.12	42,773	1.41	2.51	5.86	10.54	16.32	18.69	17.48	12.13	9.62	1.53
SBI Arbitrage Opportunities Fund	18.27	41,083	0.13	0.47	1.60	2.90	6.48	7.18	6.01	3.40	3.20	0.90
SBI Balanced Advantage Fund	16.09	39,337	0.74	1.10	4.22	5.14	9.81	14.85	NA	NA	11.71	1.55