sbi-bluechip-fund-direct-g

SBI Large Cap Fund - Direct (G)

  1. Equity
  2. Large Cap
  • NAV as on Jul 02, 2025 ₹103.87
  • Total Returns 15.69% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sbi-bluechip-fund-direct-g

Overview of SBI Large Cap Fund - Direct (G)

  • Fund House
    SBI Large Cap Fund
  • Fund Size
    ₹52,251 Cr
  • Expense Ratio
    0.81%
  • Benchmark
    BSE 100 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% If redeemed/switched out within 1 year from the date of allotment. Nil if redeemed/switched out after 1 year form the date of allotment.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

SBI Large Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

SBI Large Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.08%
  • 10.6%
  • 7.09%
  • 7.25%
  • 19.83%
  • 22.2%

Category Average

  • 3.46%
  • 10.48%
  • 4.91%
  • 4.45%
  • 20.25%
  • 20.95%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    27.35%
  • IT-Software
    8.3%
  • Debt
    6.56%
  • Pharmaceuticals & Biotech
    6.22%
  • Petroleum Products
    5.96%
  • Diversified FMCG
    5.42%

More about SBI Large Cap Fund - Direct (G)

SBI Large Cap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹52,251 Crores. The expense ratio is 0.81%.

This fund generated returns of 7.25% in the last 1 year. Since its inception, it has provided an average annual return of 15.69%.

The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Debt, Pharmaceuticals & Biotech and Petroleum Products.

The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Larsen & Toubro and Kotak Mah. Bank.

Fund Managers

  • Saurabh Pant
  • Pradeep Kesavan
  • Sohini Andani

Investment Objective

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).

sbi-bluechip-fund-direct-g

Frequently Asked Questions about SBI Large Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Large cap funds are low to moderate risk as they invest in stable, well-established companies.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re seeking stable growth and less volatility compared to mid or small-cap funds.

  3. How long should I stay invested in {{fund_type}} ?

    Three to five years is recommended to benefit from steady growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, they are open-ended, so you can redeem them whenever needed.

  5. What are the expenses involved in {{fund_type}} ?

    These funds typically have lower expenses, often around 0.5% to 1%, due to lower volatility and stable returns.

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