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Large Cap📊 BSE 100 TRI

SBI Large Cap Fund · Regular · Growth

SBI Mutual Fund

#3 of 34 (1Y)

NAV

₹93.5885

as of 17 Jun 2026

Expense Ratio

1.47%

AUM

₹54,143 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.40%
3Y
+10.83%
5Y
+11.44%
Since Inception
+11.62%

SIP returns (XIRR)

1Y
+2.47%
3Y
+6.97%
5Y
+9.91%
Since Inception
+12.67%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹99,510

Benchmark

₹96,246

+₹3,264 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹24,400

Invested

₹99,510

Value today

12.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹44,786

Value today

11.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,20,000

Withdrawn

₹39,81,698

Corpus left

+₹42,01,698 net gain — withdrew ₹12,20,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹51,92,678

Value today

-3.4%

vs lumpsum

Direct lumpsum would have beaten STP by 3.4% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,36,968

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,36,968 — a 3.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.18

Sharpe Ratio

-0.00

Alpha

0.44

Beta

-0.18

Sortino

13.49%

Std Dev

-13.95%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryLarge Cap
BenchmarkBSE 100 TRI ✓
Launch Date23 Dec 2005
AMFI Code103504
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadLoad (w.e.f. 03-APR-2014) Entry Load: NIL ; Exit Load: 1% if redeemed/ switched out within 1 year from the date of investment; NIL if redeemed/ switched after 1 year from the date of investment W.E.F. 01-June-2013 STT @0.001% is applicable at the time of redemption/switchover. For applicability of load structure

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

SBI Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

SBI Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by SBI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹54,143 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 100 TRI. The current expense ratio is 1.47%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations