SBI Large Cap Fund-Direct Plan -Growth
Expense Ratio: 0.79
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Direct
Benchmark: BSE 100 TRI
Inception: 23-12-2005
Exit Load: Nil
Fund Size:₹55,932.36 Cr
Performance
1Y
Fund-4.08%
Cat. Avg.-4.85%
2Y
Fund-0.99%
Cat. Avg.-1.34%
3Y
Fund8.38%
Cat. Avg.9.56%
5Y
Fund7.69%
Cat. Avg.7.83%
10Y
Fund11.62%
Cat. Avg.12.01%
SI
Fund13.82%
Cat. Avg.10.59%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Ltd. | 4827.60 | 8.77% |
| 2 | ICICI Bank Ltd. | 4517.53 | 8.20% |
| 3 | Reliance Industries Ltd. | 3170.05 | 5.76% |
| 4 | Larsen & Toubro Ltd. | 3066.12 | 5.57% |
| 5 | State Bank of India | 1962.00 | 3.56% |
| 6 | Asian Paints Ltd. | 1950.42 | 3.54% |
| 7 | Axis Bank Ltd. | 1850.34 | 3.36% |
| 8 | Samvardhana Motherson International Ltd. | 1802.50 | 3.27% |
| 9 | Infosys Ltd. | 1782.50 | 3.24% |
| 10 | HDFC Life Insurance Company Ltd. | 1669.96 | 3.03% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58374 | -2.7% | -5.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -0.5% | -0.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.86 L. | +3.6% | +2.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.63 L. | +20.8% | +7.7% |
| 10Y | 07 Nov, 16 | 6 L. | 10.94 L. | +82.3% | +11.7% |
| SI | 07 Jan, 13 | 8.30 L. | 21.17 L. | +155.0% | +12.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95916 | -4.1% | -4.1% |
| 2Y | 16 Oct, 24 | 1 L. | 98038 | -2.0% | -1.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.27 L. | +27.3% | +8.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.44 L. | +44.1% | +7.6% |
| 10Y | 17 Oct, 16 | 1 L. | 3.04 L. | +203.6% | +11.8% |
| SI | 02 Jan, 13 | 1 L. | 5.96 L. | +496.2% | +13.8% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.