SBI Large and MidCap Fund turns Rs 10,000 SIP to Rs 7 crore in 32 years

SBI Large and Midcap fund, an open-ended equity scheme investing in both large and midcap stocks, has completed a milestone of 32 years and has generated 13.33% return since inception.

Since its launch on February 28,1993, the scheme has offered point-to-point CAGR returns of 19.15% in five years, 15.55% in three years and 11.75% over one year. During the same time period the scheme’s benchmark (Nifty Large Midcap TRI) delivered 20.75%, 16.77% and 11.03% return, respectively.

SIP Returns (CAGR)	1 Year	3 Years	5 Years	10 Years	15 Years	Since Inception
SBI Large & Midcap Fund	-8.57%	13.65%	18.44%	15.57%	15.61%	15.72%
Nifty Large Midcap 250 TRI	-15.32%	13.59%	18.32%	16.04%	15.65%	NA
BSE Sensex TRI	-8.04%	9.43%	13.34%	13.35%	12.86%	NA

Data as on February 27, 2025

Similarly, the scheme has delivered returns of 15.6% (15 years), 15.57% (10 years), 18.44% (5 years) and 13.65% (3 years) vis-à-vis its benchmark Nifty Large Midcap 250 TRI returns of 15.65% (15 years), 16.04% (10 years), 18.32% (5 years) and 13.59% (3 years).

If someone invested a lumpsum of Rs 1 lakh in the scheme when it was launched, the investment would have been worth Rs 54.84 lakhs as on February 27.

The AUM of the scheme stands at Rs 28,681 crore as on 31th January 2025. The fund is being managed by Saurabh Pant since September 2016.

If a monthly SIP would have been made in the scheme of Rs 10,000 since inception (Rs 36.2 lakh invested), it would be worth over Rs 6.75 crore as on date, delivering returns of 15.71% CAGR.

Performance of Rs 10,000 investment across different horizons
	1 Year		3 Years		5 Years		Since Inception
Regular Plan as of January 31, 2025	CAGR %	Point-to-Point returns	CAGR %	Point-to-Point returns	CAGR %	Point-to-Point returns	CAGR %	Point-to-Point returns
SBI Large & Midcap Fund	11.75	11,178	15.55	15,436	19.15	24,041	14.94	8,54,560
Scheme Benchmark: - NIFTY Large Midcap 250 TRI	11.03	11,106	16.77	15,928	20.74	25,684	NA	NA
Additional Benchmark: BSE Sensex TRI	9.32	10,934	11.55	13,883	15.11	20,223	12.68	4,53,253

The scheme is benchmarked against Nifty Large Midcap 250 TRI. The scheme is suitable for investors looking for long-term capital appreciation and want investments in a diversified portfolio of large and mid cap companies.