SBI Large & Midcap Fund- Regular Plan -Growth
Equity
Large & Mid Cap
SBI Large & Midcap Fund Returns
NAV: ₹631.3956
As of 2026-05-22
5.15%
1yr
15.62%
3yr
15.26%
5yr
All
SBI Large & Midcap Fund Return Calculator
Select Investment Type
Monthly SIP
Lumpsum
Daily SIP
SBI Large & Midcap Fund Overview
About SBI Large & Midcap Fund- Regular Plan -Growth
The SBI Large & Midcap Fund- Regular Plan -Growth , a Large & Mid Cap multi-cap fund Open Ended Mutual Funds from SBI Funds Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
SBI Large & Midcap Fund- Regular Plan -Growth - Performance
The SBI Large & Midcap Fund- Regular Plan -Growth has set a great track record, delivering an impressive 1-year return of 5.15. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹38,425.6375 Cr. and the latest NAV declared is 631.3956 as on 2026-05-22.
SBI Large & Midcap Fund- Regular Plan -Growth - Investment Strategy
The SBI Large & Midcap Fund- Regular Plan -Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
SBI Large & Midcap Fund- Regular Plan -Growth - Fees and Expenses
The SBI Large & Midcap Fund- Regular Plan -Growth has an expense ratio of 1.57 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.1 if redeemed within 1 year of investment.
SBI Large & Midcap Fund- Regular Plan -Growth - SIP Planning
The SBI Large & Midcap Fund- Regular Plan -Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. SBI Large & Midcap Fund- Regular Plan -Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Large & Mid Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Large & Mid Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
... Read More
Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹5,000
Fund Size(Cr)
₹38,425.64
Expense Ratio
1.57%
Exit Load
0.1%
0.10% on or before 30D, Nil after 30D
Fund Analysis
Introducing SBI Large and Mid-Cap Fund - Regular Growth Plan for Wealth Creation
The SBI Large & Mid-cap Fund is a popular investment option that aims to strike a balance between large-cap and mid-cap stocks in the Indian equity market. As the name suggests, the fund invests in a combination of established large-cap companies and promising mid-cap companies, allowing investors to benefit from both stability and growth potential. Managed by experienced professionals, the fund aims to identify quality stocks with a strong track record and potential for future growth. It offers investors the opportunity to diversify their portfolio across market segments, providing exposure to different sectors and companies. Considered among the best mid cap mutual funds in India, the SBI Large & Midcap Fund is designed for those seeking a balanced approach to equity investments in India.
Entry and Exit Load
SBI Large & Midcap Fund Regular Growth Plan has an entry load of 0%, meaning there are no charges when investing in the fund. However, it does have an exit load of 0.1% if the investment is redeemed within 30 days of purchase.
Minimum Investment Amount
The SBI Large & Midcap Fund Regular Growth Plan offers investment opportunities with flexible minimum investment amounts. For Systematic Investment Plans (SIPs), the minimum amount required is 1000 rupees. This allows investors to contribute a fixed amount regularly over a specified period. On the other hand, for lump sum investments, the minimum required amount is 5000 rupees. This option enables investors to make a one-time investment in the fund. Both options cater to investors with varying investment preferences and financial capacities.
Fund Manager
SBI Large & Midcap Fund is managed by Saurabh Jain and Mohit Jain.
Other Funds by SBI Mutual Fund
SBI Technology Opportunities Fund - Regular Plan - Growth
SBI Small Cap Fund - Regular Plan - Growth
SBI Healthcare Opportunities Fund - Regular Plan - Growth
SBI Infrastructure Fund - Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
You can invest in the top performing mutual funds in India on ZFunds. Our experts can help you find the best mutual fund schemes as per your financial goals and risk appetite.
SBI Large & Midcap Fund Holdings
SBI Large & Midcap Fund AMC Details
Fund House
SBI Funds Management Private Limited
Fund Manager
Saurabh Pant
SBI Large & Midcap Fund FAQs
How can I invest in the SBI Large & Midcap Fund?
What are the historical returns of the SBI Large & Midcap Fund?
What is the Net Asset Value (NAV) of SBI Large & Midcap Fund currently?
Is SBI Large & Midcap Fund a good investment option for me?
What are the expense ratios associated with SBI Large & Midcap Fund?
Can I invest in both SIP and Lump Sum plans for SBI Large & Midcap Fund?
How can I redeem my investments in the SBI Large & Midcap Fund?
What is the current Asset Under Management (AUM) for SBI Large & Midcap Fund?
How can I invest in the SBI Large & Midcap Fund through SIPs of INR 1000 per month?
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.