SBI Large Cap Direct Plan Growth

SBI Large Cap Direct Plan Growth

+13.90%
3Y annualised
+1.71% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 10 Apr '26
₹101.12
Min. for SIP
₹500
Fund size (AUM)
₹48,925.69 Cr
Expense ratio
0.84%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,287
-1.19%
3 years₹1,80,000₹1,98,428
+10.24%
5 years₹3,00,000₹3,85,380
+28.46%
10 years₹6,00,000₹11,67,127
+94.52%

Holdings (48)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity9.05%
ICICI Bank Ltd.FinancialEquity8.10%
Reliance Industries Ltd.EnergyEquity6.73%
Larsen & Toubro Ltd.ConstructionEquity5.30%
State Bank of IndiaFinancialEquity3.82%
Asian Paints Ltd.ChemicalsEquity3.67%
HDFC Life Insurance Co Ltd.InsuranceEquity3.50%
Infosys Ltd.TechnologyEquity3.43%
Kotak Mahindra Bank Ltd.FinancialEquity3.32%
Axis Bank Ltd.FinancialEquity3.26%
Tata Motors Ltd.AutomobileEquity3.07%
Bharti Airtel Ltd.CommunicationEquity2.66%
Avenue Supermarts Ltd.ServicesEquity2.49%
Divi's Laboratories Ltd.HealthcareEquity2.47%
Samvardhana Motherson International Ltd.AutomobileEquity2.47%
Page Industries Ltd.TextilesEquity2.06%
Thermax Ltd.Capital GoodsEquity1.93%
Varun Beverages Ltd.Consumer StaplesEquity1.92%
Tata Steel Ltd.Metals & MiningEquity1.84%
Tech Mahindra Ltd.TechnologyEquity1.84%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.83%
Shree Cement Ltd.ConstructionEquity1.79%
Mankind Pharma Ltd.HealthcareEquity1.67%
Hindustan Unilever Ltd.Consumer StaplesEquity1.43%
Vedanta Ltd.Metals & MiningEquity1.41%
Eternal Ltd.ServicesEquity1.36%
Hindalco Industries Ltd.Metals & MiningEquity1.33%
Sun Pharmaceutical Industries Ltd.HealthcareEquity1.22%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.16%
ICICI Prudential Life Insurance Company Ltd.InsuranceEquity1.05%
Schaeffler India Ltd.Capital GoodsEquity1.03%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.98%
Britannia Industries Ltd.Consumer StaplesEquity0.96%
Eicher Motors Ltd.AutomobileEquity0.91%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity0.89%
Interglobe Aviation Ltd.ServicesEquity0.89%
Brainbees Solutions Ltd.Consumer StaplesEquity0.86%
GAIL (India) Ltd.EnergyEquity0.82%
Reserve Bank of IndiaFinancialT-Bills0.71%
PI Industries Ltd.ChemicalsEquity0.63%
Motherson Sumi Wiring India Ltd.AutomobileEquity0.50%
DLF Ltd.ConstructionFutures0.34%
SKF India (Industrial) Ltd.Capital GoodsEquity0.34%
SKF India Ltd.Capital GoodsEquity0.23%
Cipla Ltd.HealthcareEquity0.18%
Reserve Bank of IndiaFinancialT-Bills0.14%
Bharat Petroleum Corporation Ltd.EnergyEquity0.06%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.02%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+13.9%+12.5%+13.6%+14.5%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)472917--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Fund management

SP
Saurabh Pant
Apr 2024 - Present
View details

Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Experience
He has been associated with SBI Mutual Fund since 2007.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Large Cap Direct Plan Growth

SBI Large Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Saurabh Pant is the Current Fund Manager of SBI Large Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹101.12. The SBI Large Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% if redeemed within 30 days and 0.10% if redeemed after 30 days but on or before 90 days. ;

Investment Objective

The scheme seeks 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).
Fund benchmarkBSE 100 Total Return Index

Fund house

Rank (total assets)#1 in India
Total AUM₹11,46,810.93 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,