EQUITY•LARGE CAP FUND
SBI Large Cap Fund
3 Year return
10.97%
NAV on August 08, 2026
106.0581
1D Returns
-0.1%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
18.86%₹679
Total Value ₹4,279
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹55,063.96 Cr.
Expense Ratio
0.85% (inclusive of GST)
Exit Load
For exit within 30 days from the date of allotment - 0.25% For exit after 30 days and within 90 days from the date of allotment - 0.10% For exit after 90 days from the date of allotment - Nil
Ratings
4.5
Ratings by other agencies
Value Research
3
Crisil
4
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
PK
Pradeep Kesavan
Fund Manager since Apr 2024
SP
Saurabh Pant
Fund Manager since Apr 2024
SA
Sohini Andani
Fund Manager since Sep 2010
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
270
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Nippon India Large Cap Fund | 13.657% | 5 |
| Invesco India Largecap Fund | 15.9557% | 3.5 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) | 13.377% | 5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The SBI Bluechip Direct Plan Growth from SBI Mutual Fund house, is an open-ended Large Cap Equity scheme. This fund maintains a balanced portfolio by investing in both medium and large-cap stocks, aiming for steady growth. It primarily allocates funds in sectors such as Automobile, Financial, Consumer Staples, Healthcare and Construction. Compared to other funds in the category, it has relatively lower exposure in Financial and Automobile sectors, which may be considered as a risk management strategy. Investors can choose between lump-sum or systematic investment plan (SIP) payment options, with flexible payment frequencies.
Investment Objective of the Scheme
The SBI Blue Chip Fund Direct Plan Growth's investment objective is to provide investors with opportunities for long-term capital appreciation. This is accomplished through an active management strategy involving investments in a diversified array of large-cap equity securities, as periodically specified by SEBI/AMFI.
Key Features of The Fund
5-year return
11.338%
Expense Ratio
0.85%
Fund Manager
Pradeep Kesavan
Fund Size
₹55063.96 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The SBI Bluechip Fund is an option to consider for investors looking for exposure to high-quality, professionally managed equities with growth potential. It may be suitable for those seeking long-term stable growth in robust assets and offering a favorable risk-to-return ratio. The fund's blue chip stocks may provide the potential for better long-term returns with relatively modest risk. Its flexibility and affordability can appeal to both novice and seasoned investors looking to incorporate blue chip equities into their portfolios. As with any investment decision, potential investors should assess their risk tolerance and investment goals.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of SBI Large Cap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Large Cap Fund on August 08, 2026, is ₹106.0581
What is the AUM of SBI Large Cap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Large Cap Fund, is ₹55063.96 crore.
What is the expense ratio of SBI Large Cap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Large Cap Fund is 0.85%
What are the returns of SBI Large Cap Fund since inception?
The SBI Large Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Large Cap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Large Cap Fund is ₹500.
How do I invest in SBI Large Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Large Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Large Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Large Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,279 in 3Y at 10.9678% returns
SIP Date1st of every month
Your next SIP Payment will be on 8 September 2026
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