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Updated Feb 18, 2026 11:17 PM IST
SBI Large & MidCap Fund: This scheme was launched on February 28, 1993. If an investor had made a one-time deposit of Rs 1 lakh in the SBI Large & MidCap Fund in February 1993, the value of their investment would have now increased to around Rs 1 crore. This scheme has delivered a compounded annual return (CAGR) of 15 per cent on the lump sum since its inception.
SBI Large & MidCap Fund: Apart from being the largest asset management company in the country in terms of assets, SBI Mutual Fund is also one of the oldest. Some of SBI AMC's schemes, more than three decades old, have proven to be excellent for investors over the last 30 years. One such scheme is the SBI Large & MidCap Fund, which has been delivering 15 per cent returns annually for the past 32 years.
This scheme was launched on February 28, 1993. If an investor had made a one-time deposit of Rs 1 lakh in the SBI Large & MidCap Fund in February 1993, the value of their investment would have now increased to around Rs 1 crore. This scheme has delivered a compounded annual return (CAGR) of 15 per cent on the lump sum since its inception.
About SBI Large & MidCap Fund
- Launch Date: February 28, 1993
- AUM: Rs 37,497 crore (January 31, 2026)
- Expense Ratio Regular Plan: 1.56 per cent (January 31, 2026)
- Expense Ratio Direct Plan: 0.73 per cent (January 31, 2026)
- Standard Deviation: 10.94 per cent
- Beta: 0.79 per cent
- Sharpe Ratio: 1.10 per cent
(Source: Fund Fact Sheet)
SBI Large & MidCap Fund: Wealth increased 100-fold since launch
- Launch Date: February 28, 1993
- Returns since launch: 15% annually
- One-time investment: Rs 100,000
- Now investment value: Rs 1 crore
SBI Large & MidCap Fund: Strong performance across all phases
SBI Large & Mid Cap Fund has performed well over different periods. The fund has delivered returns of 12.4 per cent, 18.33 per cent, 19.24 per cent, and 15.58 per cent on lump sum investments of over 1 year, 3 years, 5 years, and 10 years, respectively.
The scheme has outperformed its benchmark Nifty LargeMidcap 250 TRI across various market phases.
SBI Large & MidCap Fund - Stock Portfolio: Top Holdings
- HDFC Bank: 5.45%
- Axis Bank: 3.36%
- State Bank of India: 3.30%
- ICICI Bank: 3.00%
- Reliance Industries: 2.83%
- Ashok Leyland: 2.83%
- HDFC AMC: 2.56%
- Bharat Forge: 2.50%
- Asian Paints: 2.49%
- Tata Motors: 2.45%
(Source: Fund Fact Sheet)
Top Holdings: Sector-Wise
- Financial Services: 22.62%
- Healthcare: 12.12%
- Automobile: 8.31%
- Capital Goods: 8.24%
- FMCG: 8.06%
- Consumer Durables: 6.55%
- Metals & Mining: 5.94%
- IT: 4.94%
- Construction Materials: 4.10%
- Oil & Gas: 3.89%
(Source: Fund Fact Sheet)
What strategy does the SBI Large & MidCap Fund follow?
The SBI Large & Mid Cap Fund invests investors' money primarily in large- and mid-cap companies, which has benefited it from superior long-term growth. SEBI regulations require this fund to have at least 35% of its funds in large-cap and an equal portion in mid-cap.
Who is the SBI Large & MidCap Fund best suited for?
Equity funds are also affected by market volatility. This is why the SBI Large & Mid Cap Fund also has a very high risk rating on the Riskometer. However, the combination of large-cap and mid-cap assets in its portfolio makes it ideal for investors seeking exposure to market capitalisation.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
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