November 24, 2025
RA Jainee
SBI Large Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 105.6011
NAV IDCW: Rs 68.5345
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).
Fund Manager:
1) Saurabh Pant
Education: Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Experience: He has been associated with SBI Mutual Fund since 2007.
Investment Details
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 30 days |
| 0.1% for redemption after 30 days and within 90 days |
Basic Details of SBI Large Cap Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.31% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 54,688 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.81% |
| (As on 31-Oct-2025) | |
| Risk Grade | Below Average |
| Return Grade | Average |
| Turnove | 28.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Large Cap Dir | 9.05 | -0.59 | 0.33 | 2.49 | 4.65 | 10.47 | 15.05 | 17.24 | 15.45 | 13.94 |
| BSE 100 TRI | 10.05 | -0.59 | 0.79 | 3.86 | 5.88 | 11.85 | 15.28 | 17.58 | 15.48 | 14.53 |
| Equity: Large Cap | 8.51 | -0.65 | 0.39 | 3.17 | 5.28 | 10.23 | 15.82 | 17.49 | 15.22 | 13.86 |
| Rank within category | 58 | 70 | 80 | 79 | 81 | 63 | 46 | 26 | 13 | 15 |
| Number of funds in category | 99 | 120 | 119 | 113 | 108 | 97 | 82 | 58 | 48 | 42 |
Peer Comparison of SBI Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Large Cap Dir | 4 star | 10.47 | 15.05 | 17.24 | 0.81 | 54,688 | 15.31 | 0.25 (30) | 12Y 10M | 28.00 |
| ICICI Pru Large Cap Dir | 5 star | 12.99 | 19.16 | 20.68 | 0.85 | 75,863 | 16.05 | 1.00 (365) | 12Y 10M | 14.00 |
| Nippon India Large Cap Dir | 5 star | 12.13 | 20.43 | 23.46 | 0.67 | 48,871 | 16.46 | 1.00 (7) | 12Y 10M | 26.00 |
| HDFC Large Cap Dir | 5 star | 9.11 | 16.72 | 19.97 | 0.97 | 39,779 | 14.22 | 1.00 (365) | 12Y 10M | 26.51 |
| ABSL Large Cap Dir | 4 star | 11.24 | 16.41 | 18.20 | 0.97 | 31,016 | 14.89 | 1.00 (90) | 12Y 10M | 57.00 |
Portfolio Analysis of SBI Large Cap Fund
| No. of Stocks | 42 |
| Top 10 Stocks | 49.71% |
| Top 5 Stocks | 31.78% |
| Top 3 Sectors | 52.75% |
| Portfolio P/B Ratio | 3.97 |
| Portfolio P/E Ratio | 27.54 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,41,584 | 4,29,827 |
| Giant (%) | 74.61 | 77.91 |
| Large (%) | 17.01 | 21.11 |
| Mid (%) | 8.05 | 5.65 |
| Small (%) | 0.33 | 2.06 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For SBI Large Cap Fund
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