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SBI Mutual Fund
SBI Mutual Fund · Equity: Large and Mid Cap

SBI Large & Midcap Fund- Regular Plan -Growth

To provide investors long term capital appreciation/dividend along with the liquidity of an open-ended scheme.

EquityBenchmark · Nifty Large Midcap 250 TRITER · 1.65%Inception · 28-02-1993
NAV
₹611.32
-0.21% · as of 14-10-2026
Since inception
16.42%
CAGR
Benchmark (inception)
15.06%
CAGR
Fund size
₹40,499 Cr
AUM
Expense ratio
1.65%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +16.42% CAGR vs benchmark +15.06%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.42%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.62%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.50%
STATE BANK OF INDIA EQ NEW RE. 1/-2.89%
BERGER PAINTS INDIA LIMITED EQ NEW FV RE. 1/-2.50%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-2.48%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-2.47%
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/-2.29%
TML Commercial Vehicles Ltd.2.21%
BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/-2.17%

Sector allocation

Financial Services21.93%
Healthcare13.21%
Automobile and Auto Components10.28%
Consumer Durables7.60%
Fast Moving Consumer Goods6.90%
Capital Goods5.23%
Metals & Mining5.22%
Construction Materials4.51%
Power4.51%
Information Technology4.46%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 16.4% p.a.
₹10,000
10 years
Projected value
₹30,43,498
Invested: ₹12,00,000
Gained: ₹18,43,498
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Saurabh Pant
Manager since fund inception data not available
ISIN & identifiers
AMFI code
103024
ISIN (Growth)
INF200K01305
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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