SBI Large Cap Direct Plan Growth

SBI Large Cap Direct Plan Growth

+10.39%
3Y annualised
-0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jul '26
₹104.44
Min. for SIP
₹500
Fund size (AUM)
₹55,063.96 Cr
Expense ratio
0.85%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,997
+1.66%
3 years₹1,80,000₹1,99,083
+10.60%
5 years₹3,00,000₹3,86,259
+28.75%
10 years₹6,00,000₹11,69,548
+94.92%

Holdings (59)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity8.77%
ICICI Bank LtdFinancialEquity8.20%
Reliance Industries LtdEnergy & UtilitiesEquity5.76%
Larsen & Toubro LtdIndustrialsEquity5.57%
State Bank of IndiaFinancialEquity3.56%
Asian Paints LtdMaterialsEquity3.54%
Axis Bank LtdFinancialEquity3.36%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity3.27%
Infosys LtdTechnologyEquity3.24%
HDFC Life Insurance Co LtdFinancialEquity3.03%
Tata Motors LtdIndustrialsEquity2.92%
Kotak Mahindra Bank LtdFinancialEquity2.71%
Avenue Supermarts LtdConsumer StaplesEquity2.45%
Divi's Laboratories LtdHealthcareEquity2.43%
Page Industries LtdConsumer DiscretionaryEquity2.38%
Thermax LtdIndustrialsEquity2.30%
Varun Beverages LtdConsumer StaplesEquity2.26%
Shree Cement LtdMaterialsEquity2.18%
Bharti Airtel LtdTechnologyEquity2.15%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.15%
Mankind Pharma Ltd.HealthcareEquity1.88%
Sun Pharmaceutical Industries LtdHealthcareEquity1.86%
Tech Mahindra LtdTechnologyEquity1.66%
RepoUnspecifiedRepo1.48%
Vedanta Aluminium Metal LtdMaterialsEquity1.41%
Zomato LtdTechnologyEquity1.39%
Adani Enterprises LtdMaterialsEquity1.22%
ICICI Prudential Asset Management Company Ltd.FinancialEquity1.22%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.13%
Interglobe Aviation LtdIndustrialsEquity1.07%
Hindustan Unilever LtdConsumer StaplesEquity1.06%
PI Industries LtdMaterialsEquity1.05%
Schaeffler India LtdIndustrialsEquity1.00%
Bank Nifty Index 28-07-2026FinancialIndex Derivatives0.92%
GAIL (India) LtdEnergy & UtilitiesEquity0.91%
ICICI Prudential Life Insurance Company LtdFinancialEquity0.90%
Brainbees Solutions Ltd.Consumer DiscretionaryEquity0.82%
Britannia Industries LtdConsumer StaplesEquity0.81%
ICICI Lombard General Insurance Company LtdFinancialEquity0.81%
Ultratech Cement LtdMaterialsEquity0.71%
JSW Steel LtdMaterialsEquity0.69%
Adani Ports and Special Economic Zone LtdIndustrialsEquity0.66%
Tata Steel LtdMaterialsEquity0.64%
GOVERNMENT OF INDIA 37477 091 DAYS TBILL 03SP26 FV RS 100FinancialTreasury Bills0.63%
Motherson Sumi Wiring India LtdIndustrialsEquity0.48%
Indus Towers LtdTechnologyEquity0.46%
SKF India (Industrial) LtdIndustrialsEquity0.42%
Adani Transmission LtdEnergy & UtilitiesEquity0.37%
Torrent Power LtdEnergy & UtilitiesEquity0.29%
SKF India LtdIndustrialsEquity0.24%
Cipla LtdHealthcareEquity0.19%
Vedanta LtdMaterialsEquity0.14%
GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100FinancialTreasury Bills0.12%
Vedanta Power LtdIndustrialsEquity0.08%
Vedanta Iron And Steel LtdMaterialsEquity0.07%
Vedanta Oil and Gas LtdEnergy & UtilitiesEquity0.06%
Cash MarginUnspecifiedCash Margin0.04%
Kwality Walls India LtdConsumer StaplesEquity0.02%
Net PayablesUnspecifiedNet Payables-1.12%
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+10.4%+11.5%+12.7%+14.4%
Category average (Equity Large Cap)+15.1%+15.0%+13.2%--
Rank (Equity Large Cap)442516--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

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

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.

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. Pradeep Kesavan is the Current Fund Manager of SBI Large Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,71,425 Cr and the Latest NAV as of 16 Jul 2026 is ₹104.44. 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₹12,71,425.47 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,