MF
MFGenie.ai
Large & Mid Capregulargrowth

SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth

SBI Mutual Fund

₹622.9253

10.73 (+1.75%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.13%
1 Month-11.43%
3 Months-10.22%
6 Months-5.79%
1 Year+1.33%
3 Years (CAGR)+14.62%
5 Years (CAGR)+14.78%
10 Years (CAGR)+14.49%
Since Inception (Apr 2006)+13.32%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-9.37%
3 Year SIP+5.38%
5 Year SIP+10.43%
Since Inception (Apr 2006)+14.20%

Fund Details

Fund HouseSBI Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹38,766 Cr
Expense Ratio1.55%
Min SIP₹100
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code103024

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth is a Large & Mid Cap mutual fund offered by SBI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹38,766 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.55%.

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