November 24, 2025
RA Jainee
SBI Large & Midcap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 700.2552
NAV IDCW: Rs 364.9871
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 from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfolio comprising predominantly large cap and mid cap companies.
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 | 0.1% for redemption within 30 days |
Basic Details of SBI Large & Midcap Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.34% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 35,514 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.79% |
| (As on 31-Oct-2025) | |
| Risk Grade | Low |
| Return Grade | Average |
| Turnover | 25.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Large & Midcap Dir | 9.71 | -0.77 | 1.61 | 3.07 | 7.48 | 11.54 | 18.31 | 22.77 | 18.46 | 16.13 |
| BSE Large Mid Cap TRI | 8.46 | -0.72 | 0.47 | 3.27 | 5.46 | 10.71 | 15.64 | 18.01 | 15.72 | 14.66 |
| Equity: Large & MidCap | 3.59 | -0.84 | 0.09 | 2.44 | 5.23 | 6.86 | 19.2 | 21.71 | 18.22 | 16.08 |
| Rank within category | 3 | 20 | 3 | 31 | 7 | 8 | 19 | 8 | 11 | 11 |
| Number of funds in category | 54 | 64 | 64 | 64 | 58 | 52 | 36 | 26 | 21 | 18 |
Peer Comparison of SBI Large & Midcap 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 & Midcap Dir | 4 star | 11.54 | 18.31 | 22.77 | 0.79 | 35,514 | 17.34 | 0.10 (30) | 12Y 10M | 25.00 |
| HDFC Large and Mid Cap Dir | 4 star | 10.11 | 21.50 | 25.10 | 0.84 | 28,487 | 14.12 | 1.00 (365) | 12Y 10M | 3.54 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 15.94 | 22.75 | 26.46 | 0.78 | 25,753 | 17.02 | 1.00 (30) | 12Y 10M | 58.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | 8.26 | 28.07 | 27.05 | 0.67 | 14,870 | 24.18 | 1.00 (365) | 6Y 1M | 33.00 |
| Bandhan Large & Mid Cap Dir | 5 star | 12.93 | 25.20 | 25.17 | 0.56 | 11,799 | 16.45 | 1.00 (365) | 12Y 10M | 123.00 |
Portfolio Analysis of SBI Large & Midcap Fund
| No. of Stocks | 79 |
| Top 10 Stocks | 30.76% |
| Top 5 Stocks | 18.42% |
| Top 3 Sectors | 53.65% |
| Portfolio P/B Ratio | 3.45 |
| Portfolio P/E Ratio | 25.11 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,21,066 | 1,82,155 |
| Giant (%) | 34.07 | 48.20 |
| Large (%) | 23.36 | 30.39 |
| Mid (%) | 39.57 | 19.90 |
| Small (%) | 3.00 | 4.20 |
| Tiny (%) | 0.00 | 0.02 |
Chanakya’s Mutual Fund Guidance For SBI Large & Midcap Fund
WILL POST SOON
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