Loading mutual fund details…
SBI Large Cap FUND-DIRECT PLAN -GROWTH is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 15.82%, with the bottom and top quartiles at 14.38% and 18.17% respectively. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 0.82% on assets of ₹53,468Cr. The fund is currently managed by Mr. Saurabh Pant, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 93% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 8.73% |
| ICICI BANK LIMITED | Financial Services | 7.76% |
| RELIANCE INDUSTRIES LIMITED | Energy | 6.56% |
| LARSEN AND TOUBRO LIMITED | Industrials | 5.56% |
| INFOSYS LIMITED | Technology | 3.94% |
| STATE BANK OF INDIA | Financial Services | 3.82% |
| ASIAN PAINTS LIMITED | Basic Materials | 3.79% |
| AXIS BANK LIMITED | Financial Services | 3.26% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 3.18% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 2.64% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 2.61% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.58% |
| Varun Beverages Ltd | Consumer Defensive | 2.35% |
| THERMAX LIMITED | Industrials | 2.21% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 2.18% |
| SHREE CEMENT LIMITED | Basic Materials | 2.15% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 1.86% |
| TATA STEEL LIMITED | Basic Materials | 1.86% |
| TECH MAHINDRA LIMITED | Technology | 1.79% |
| MANKIND PHARMA LIMITED | Healthcare | 1.71% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 1.16% |
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 1.14% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 1.01% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 0.93% |
| BRAINBEES SOLUTIONS PRIVATE LIMITED | Consumer Cyclical | 0.91% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 5 | 34.54% |
| Oil, Gas & Consumable Fuels | — | 7.45% |
| Healthcare | 3 | 6.22% |
| Automobile and Auto Components | — | 6.16% |
| Information Technology | — | 5.73% |
| Capital Goods | — | 5.70% |
| Construction | — | 5.56% |
| Consumer Services | — | 4.89% |
| Fast Moving Consumer Goods | — | 4.46% |
| Consumer Durables | — | 3.79% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -4.41% | 6.31% | 13.41% | 25.85% | 70.91% | 96.3% |
| 3Y | 10.49% | 14.38% | 15.82% | 18.17% | 27.30% | 100.0% |
| 5Y | 10.74% | 13.21% | 16.84% | 19.84% | 22.98% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 49.2% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.