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SBI LARGE & MIDCAP FUND - Direct Plan - Growth
In plain words
Over 3 years it returned +11.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.2%.
On 3-year return it ranks 20 of 26 funds in Large & Mid Cap.
A monthly SIP over 10 years ended ₹1,23,385 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.4% | +1.9% |
| 3 months | -8.7% | -5.1% |
| 6 months | -3.6% | -3.2% |
| 1 year | -5.1% | -10.2% |
| 3 years (yearly) | +11.9% | +7.4% |
| 5 years (yearly) | +11.5% | +6.5% |
| 10 years (yearly) | +13.8% | +11.3% |
| Since start (yearly) | +15.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,295 | -9.0% |
| 3 years | ₹3,60,000 | ₹3,78,496 | +3.1% |
| 5 years | ₹5,90,000 | ₹7,49,352 | +9.4% |
| 10 years | ₹11,90,000 | ₹25,13,556 | +14.2% |
Top holdings (30 Sept 2026)
Fund size ₹40,499 crore · 87 holdings · 96.9% in equity
| Company | Industry | Weight |
|---|---|---|
| HDFC Bank Ltd. | Banks | 6.65% |
| ICICI Bank Ltd. | Banks | 3.79% |
| Axis Bank Ltd. | Banks | 3.33% |
| Balkrishna Industries Ltd. | Auto Components | 2.46% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | 2.46% |
| Swiggy Ltd. | Retailing | 2.35% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | 2.28% |
| Asian Paints Ltd. | Consumer Durables | 2.28% |
| Berger Paints India Ltd. | Consumer Durables | 2.25% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | 2.22% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | 2.20% |
| Ashok Leyland Ltd. | Agricultural, Commercial & Construction Vehicles | 2.13% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | 2.06% |
| Bharat Forge Ltd. | Auto Components | 2.02% |
| Torrent Power Ltd. | Power | 2.00% |
Largest industries: Banks 16.0%, Pharmaceuticals & Biotechnology 12.8%, Auto Components 8.9%, Consumer Durables 5.7%, IT - Software 4.4%, Agricultural, Commercial & Construction Vehicles 4.3%.
Other plan of this fund: SBI LARGE & MIDCAP FUND - Regular Plan - Growth