SBI Large Cap FUND-REGULAR PLAN GROWTH
Beginner-friendly💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 64% of historical 3-year rolling periods.
- Cost-efficient: expense ratio of 1.48% is lower than category median (2.29%).
- Over 21 years of operational history across different market cycles.
- Experienced a maximum drawdown of -61.5% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +9.55% | +10.11% | -0.56% |
| 3 Months | +2.07% | +2.34% | -0.27% |
| 6 Months | +5.88% | +7.43% | -1.55% |
| 1 Year | +2.40% | +1.45% | +0.95% |
| 3 Years CAGR | +10.87% | +11.11% | -0.24% |
| 5 Years CAGR | +8.93% | +8.67% | +0.26% |
| 7 Years CAGR | +12.98% | +12.38% | +0.60% |
| 10 Years CAGR | +12.18% | +12.11% | +0.07% |
| Since Inception | +11.16% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in SBI Large Cap FUND compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.56% | +0.43% | +0.13% |
| 2025 | +9.75% | +7.29% | +2.46% |
| 2024 | +12.45% | +14.09% | -1.64% |
| 2023 | +22.62% | +23.37% | -0.75% |
| 2022 | +4.36% | +1.44% | +2.92% |
| 2021 | +26.08% | +25.31% | +0.77% |
| 2020 | +16.34% | +14.56% | +1.78% |
| 2019 | +11.64% | +12.01% | -0.37% |
| 2018 | -4.11% | -0.64% | -3.47% |
| 2017 | +30.23% | +30.38% | -0.15% |
| 2016 | +4.83% | +3.25% | +1.58% |
| 2015 | +7.99% | -0.48% | +8.47% |
| 2014 | +47.86% | +38.97% | +8.89% |
| 2013 | +7.58% | +6.63% | +0.95% |
| 2012 | +38.23% | +28.47% | +9.76% |
| 2011 | -24.23% | -22.55% | -1.68% |
| 2010 | +11.89% | +17.67% | -5.78% |
| 2009 | +87.90% | +77.18% | +10.72% |
| 2008 | -55.02% | -50.30% | -4.72% |
| 2007 | +42.78% | +60.42% | -17.64% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -57.11% | +14.12% | +11.64% | +111.09% | 80.0% | 60.9% |
| 3-Year Rolling | -9.23% | +12.85% | +12.67% | +32.19% | 96.6% | 64.4% |
| 5-Year Rolling | -1.20% | +12.88% | +13.47% | +26.48% | 99.4% | 62.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-04 | 2009-03-09 | -61.5% | 14 months | 50 months |
| 2020-01-16 | 2020-03-23 | -37.2% | 2 months | 8 months |
| 2006-05-10 | 2006-06-14 | -28.5% | 1 months | 5 months |
Portfolio & Asset Allocation
Filing Date: 2026-09-30Top 10 Security Holdings
| # | Company / Security | NSE Symbol | Asset Class | Weight (%) | Value (Cr) |
|---|---|---|---|---|---|
| 1 |
ICICI BANK LIMITED EQ NEW FV RS. 2/-
ICICIBANK
|
ICICIBANK | Equity |
8.29%
|
₹4,341.8 Cr |
| 2 |
HDFC BANK LIMITED EQ NEW FV RE. 1/-
HDFCBANK
|
HDFCBANK | Equity |
8.19%
|
₹4,287.6 Cr |
| 3 |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-
LT
|
LT | Equity |
5.31%
|
₹2,782.4 Cr |
| 4 |
KOTAK MAHINDRA BANK LIMITED EQ NEW FV RE.1/-
KOTAKBANK
|
KOTAKBANK | Equity |
4.6%
|
₹2,410.3 Cr |
| 5 |
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-
MOTHERSON
|
MOTHERSON | Equity |
3.79%
|
₹1,986.9 Cr |
| 6 |
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-
DIVISLAB
|
DIVISLAB | Equity |
3.6%
|
₹1,888.1 Cr |
| 7 |
RELIANCE INDUSTRIES LIMITED EQ
RELIANCE
|
RELIANCE | Equity |
3.51%
|
₹1,839.8 Cr |
| 8 |
STATE BANK OF INDIA EQ NEW RE. 1/-
SBIN
|
SBIN | Equity |
3.5%
|
₹1,833.2 Cr |
| 9 |
ASIAN PAINTS LIMITED EQ NEW FV RE. 1/-
ASIANPAINT
|
ASIANPAINT | Equity |
3.39%
|
₹1,777.9 Cr |
| 10 |
INFOSYS LIMITED EQ FV RS 5
INFY
|
INFY | Equity |
3.38%
|
₹1,771.3 Cr |
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related Instruments of large cap companies including REITs | 80%-100% |
| Other equities and equity related instruments | 0%-20% |
| Money market and other liquid instruments including units of domestic mutual funds | 0%-20% |
| Units issued by InvITs | 0%-10% |
| Gold and Silver Instruments | 0%-20% |
Investment Objective & Strategy
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.
Fund Size Position
Currently managing Rs 56,762 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as strained relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| HSBC Large Cap Fund | 4.5 | +11.28% | 2.29% | 85.2% | Rs 1,904 cr | Compare → |
| Edelweiss Large Cap Fund | 4.5 | +10.72% | 2.36% | 95.1% | Rs 1,507 cr | Compare → |
| Axis Large Cap Fund | 5.0 | +10.97% | 1.73% | 93.3% | Rs 32,181 cr | Compare → |
| Mirae Asset Large Cap Fund | 4.3 | +10.46% | 1.68% | 96.7% | Rs 38,897 cr | Compare → |
| Groww Largecap Fund formerly known as Indiabulls Blue Chip Fund | 4.0 | +11.25% | - | 94.9% | Rs 150 cr | Compare → |
Frequently Asked Questions about SBI Large Cap FUND
What is the expense ratio of SBI Large Cap FUND?
SBI Large Cap FUND has a total expense ratio (TER) of 1.48% with a base expense ratio of 1.21%, compared to the Large Cap category median of 2.29%.
Who manages SBI Large Cap FUND?
SBI Large Cap FUND is managed by Saurabh Pant (tenure: 2.6 years since 2024-04-01).
What are the historical returns of SBI Large Cap FUND?
SBI Large Cap FUND delivered a 3-year CAGR of 10.87% and a 5-year CAGR of 8.93%. Its 1-year return stands at +2.40%.
How large is SBI Large Cap FUND?
SBI Large Cap FUND manages assets of Rs 56,762 cr, placing it in the 'strained' size band relative to Large Cap peers.
How is SBI Large Cap FUND scored on MFIQ?
SBI Large Cap FUND holds an MFIQ Score of 5.2/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is SBI Large Cap FUND?
SBI Large Cap FUND has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 12.75% with a maximum historical drawdown of -61.45%.