Investment Objective and Approach

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). The fund focuses on established, large-capitalization companies that typically offer stability and consistent growth potential.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors. The fund follows an active management strategy, allowing the fund manager to make investment decisions based on market conditions and company fundamentals.

Key Investment Features:

- Minimum investment required to start investing in SBI Large Cap Fund is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way

- The SBI Large Cap Fund comes under the Equity category of SBI Mutual Funds

Fund Managers

Sohini Andani is the Current Fund Manager of SBI Large Cap Direct Plan Growth fund. The fund is managed by experienced professionals who bring extensive expertise in equity markets and investment management.

Supporting Management Team:

- R Srinivasan, Head of Equity at SBI Funds Management since May 2009, brings over 25 years of equity experience. His previous roles include positions at Future Capital Holding, Principal PNB, and Motilal Oswal. He holds a postgraduate degree in Commerce and an MFM from the University of Mumbai.

About the Fund House (AMC)

The SBI Mutual Fund is a Joint Venture (JV) between one of India's largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company. The SBI Mutual Fund was set up on June 29, 1987 and was incorporated on February 7, 1992. It was India's second Mutual Fund after the Unit Trust of India started operations in 1963.

Key AMC Statistics (as of June 2025):

- SBI Mutual Fund AMC was incorporated on 07, Feb 1992, and has an AUM size of Rs. 11,45,315 Cr as on 30, Jun 2025

- SBI Mutual Fund has total of 780 schemes

- As of March 2024, the SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores. In early 2019, it moved past Aditya Birla and HDFC Mutual Funds to emerge as the 3rd largest Mutual Fund body in India based on Assets under Management or AUM

Partnership & Heritage:

- In July 2004, SBI decided to divest 37% of the Fund and roped in Amundi as a partner. Amundi is an asset management major created jointly by Crédit Agricole and Société Générale.

- SBI MF has many firsts to its name. It was the first Indian Mutual Fund player to launch a 'Contra' fund, called the SBI Contra Fund.

Should I Invest in SBI Large Cap Fund?

SBI Large Cap Fund is suitable for investors seeking long-term wealth creation through equity investments with relatively lower volatility compared to mid-cap and small-cap funds. The fund is ideal for conservative equity investors who want exposure to India's largest and most established companies.

Consider this fund if you:

- Have a long-term investment horizon of at least 5 years

- Seek capital appreciation through equity investments

- Prefer lower volatility compared to mid-cap or small-cap funds

- Want exposure to well-established, large Indian companies

- Are looking for your first equity mutual fund investment

Fund Performance Metrics (as of August 2025):

- The fund currently has an Asset Under Management(AUM) of ₹11,93,297 Cr and the Latest NAV as of 26 Aug 2025 is ₹101.69

- Over the past five years, SBI Large Cap Fund has delivered an annualised return of 18.70% as of 09-Aug-2025

- The AUM of SBI Large Cap Fund, is ₹53030.39 crore

Risk Profile:

The SBI Large Cap Direct Plan Growth is rated Very High risk. Despite this rating, large-cap funds typically exhibit lower volatility compared to mid-cap and small-cap funds, making them suitable for risk-conscious equity investors.

FAQs

What is today's NAV of SBI Large Cap Fund?

The NAV changes daily based on market conditions. Check the latest NAV on the Allvest platform or the fund house website for real-time updates.

What is the AUM of SBI Large Cap Fund?

The AUM of SBI Large Cap Fund, is ₹53030.39 crore as per the latest available data.

What is the expense ratio of SBI Large Cap Fund?

The expense ratio varies between direct and regular plans. Check the latest expense ratio details on Allvest platform for accurate information.

What are the returns of SBI Large Cap Fund since inception?

Over the past five years, SBI Large Cap Fund has delivered an annualised return of 18.70% as of 09-Aug-2025. For since-inception returns, check the fund factsheet on Allvest.

What is the minimum SIP amount to invest in SBI Large Cap Fund?

The minimum investment required to start investing in SBI Large Cap Fund is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

How do I invest in SBI Large Cap Fund?

You can invest in SBI Large Cap Fund through Allvest platform by completing your KYC, selecting the fund, and choosing between SIP or lump sum investment options.

How to start a SIP in SBI Large Cap Fund?

Log into your Allvest account, search for SBI Large Cap Fund, select 'Start SIP', choose your investment amount (minimum ₹500), and set up auto-debit instructions.

How do I automate an SIP in SBI Large Cap Fund?

Set up auto-debit from your bank account through Allvest platform. This ensures automatic monthly deductions for your SIP without manual intervention.

How can I withdraw/redeem my investment in SBI Large Cap Fund?

You can redeem your investment through Allvest platform by selecting the fund and choosing partial or full redemption. The proceeds will be credited to your registered bank account.