OriginFunds
SBI Mutual Fund

SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★ISIN INF200K01164
NAV · 06-Jul-2026
54.0388
1M
+4.41%
6M
-2.88%
1Y (CAGR)
+0.93%
3Y (CAGR)
+10.42%
5Y (CAGR)
+11.36%
Since inception (CAGR)
+8.19%

NAV history

42.8047.3251.8404-07-202303-07-202653.77
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Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
12.34%
Downside dev (3y)
9.34%
Max drawdown (3y)
-15.7%
Sharpe (3y)
0.32
SIP XIRR (3y)
+6.88%
SIP XIRR (5y)
+10.04%
Calendar-year returns
2020 +16.3%2021 +26.1%2022 +4.4%2023 +22.6%2024 +12.4%2025 +9.8%

Fund facts

AUM₹5,35,274 Cr
Launch date23-Dec-2005
Plan typeOpen Ended · Equity
Min lumpsum5000
Lock-inNone
Volatility15.75
AMCSBI Funds Management Limited

Objective · 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).

scheme documents ↗