Investment Objective - The objective of the scheme would be to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equitystocks of companies whose market capitalization is atleast equal to or more than the least market capitalised stock of BSE 100 Index.

Fund House

SBI Mutual Fund

Return Since Launch

18.85%

Launch Date

Jan 1, 2013

Type

Open Ended

Riskometer

Very High

Source: Dion Global

Ratio Analysis

Standard Deviation

11.36 vs 10.89

Fund Vs Category Avg

Beta

0.90 vs 0.91

Fund Vs Category Avg

Sharpe Ratio

0.72

Category Avg

Portfolio Turnover Ratio

75.69

Category Avg

Source: Dion Global

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.01	-2.64	-5.82	-4.35	-0.45	12.08	12.15	13.00	18.85
Category Average (%)	0.90	-2.75	-6.82	-6.63	-2.83	10.71	8.66	NA	10.33
Rank within Category	55	79	40	35	42	66	30	17	25

Source: Dion Global

* 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(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
ICICI Prudential Large Cap Fund	116.33	75,650	0.76	-3.22	-7.76	-8.13	-3.03	15.22	14.33	14.85	20.13	1.20
SBI Large Cap Fund	100.78	53,468	1.01	-2.64	-5.82	-4.35	-0.45	12.08	12.15	13.00	18.85	0.82
Nippon India Large Cap Fund	97.94	51,690	0.77	-2.83	-6.95	-6.38	-1.30	15.65	16.74	15.72	18.59	2.75
Mirae Asset Large Cap Fund	121.70	38,239	1.13	-2.83	-7.49	-8.12	-2.86	11.24	10.90	13.91	20.53	0.80
HDFC Large Cap Fund	1,174.37	38,121	1.03	-2.73	-8.41	-7.55	-3.95	12.56	13.20	13.77	42.78	1.36
Axis Large Cap Fund	65.90	30,498	1.06	-2.67	-8.05	-7.86	-4.70	10.49	8.39	12.89	15.13	0.65
Aditya Birla Sun Life Large Cap Fund	552.00	28,970	0.67	-3.40	-7.90	-8.35	-4.10	12.71	12.13	12.83	34.95	0.95
Canara Robeco Large Cap Fund	69.26	16,542	1.01	-2.67	-7.46	-7.68	-4.30	12.95	11.90	14.95	15.56	0.59
UTI Large Cap Fund	282.84	12,053	1.15	-2.99	-7.88	-8.57	-5.12	10.69	10.01	12.39	28.37	1.17
Kotak Large Cap Fund	632.34	10,599	0.83	-3.30	-8.16	-7.42	-2.98	13.39	12.50	13.73	36.33	0.68

View All

Source: Dion Global

May 18, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,978 (-0.45%)

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(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
SBI Large Cap Fund	Equity - Large Cap	100.78	53,468	-0.45	12.15
SBI Large & Midcap Fund	Equity - Large & Mid Cap	682.37	38,426	4.68	16.38
SBI Multicap Fund	Equity - Multi Cap	17.04	23,119	-0.20	NA
SBI Conservative Hybrid Fund	Hybrid - Conservative	82.31	9,754	5.00	9.54

Source: Dion Global

May 18, 2026

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Equity Hybrid Fund	339.02	83,353	1.65	-0.82	-0.98	-1.52	4.23	14.57	12.12	13.12	30.12	0.71
SBI Liquid Fund	4,347.03	74,571	0.09	0.42	1.62	3.13	6.22	6.93	6.09	6.09	11.61	0.20
SBI Large Cap Fund	100.78	53,468	1.01	-2.64	-5.82	-4.35	-0.45	12.08	12.15	13.00	18.85	0.82
SBI Contra Fund	406.51	47,352	0.93	-1.28	-6.35	-5.97	-1.69	16.78	18.85	16.84	31.90	0.73
SBI Focused Fund	431.93	46,042	2.35	1.33	1.20	2.66	12.90	18.71	15.37	16.05	32.50	0.80
SBI Arbitrage Opportunities Fund	38.00	42,847	0.14	0.46	1.52	3.24	6.69	7.54	6.75	6.29	10.52	1.82