Sushil Bajaj |
📅 Last Updated on: November 27, 2025
SBI Large Cap Fund (erstwhile SBI BlueChip Fund) is one of the flagship equity schemes of SBI Mutual Fund. Designed for long-term wealth creation, the scheme predominantly invests in large-cap stocks—India’s top 100 companies by market capitalization.
It aims to offer investors a blend of stability, growth, and consistent returns through an actively managed large-cap portfolio.
Large Cap Funds, as defined by SEBI, are mutual fund schemes that invest at least 80% of their total assets in the top 100 companies in terms of full market capitalization.
These companies are industry leaders — often part of the NIFTY 100 index — and include well-known names across banking, IT, energy, and manufacturing sectors.
| Key benefits of large-cap funds |
|---|
| Backed by established business models and proven track records. |
| Offer better liquidity and transparency. |
| Provide relatively lower risk and volatility than mid or small caps. |
| Suitable for investors who prefer consistent long-term returns over aggressive short-term gains. |
| Particulars | Details |
|---|---|
| Scheme Name | SBI Large Cap Fund (Erstwhile SBI BlueChip Fund) |
| Category | Equity – Large Cap Fund |
| Type | Open-ended equity scheme |
| Benchmark | BSE 100 TRI |
| Inception Date | 14 February 2006 |
| Fund Manager | Mr. Saurabh Pant (Since April 2024) |
| Investment Objective | Long-term capital growth through diversified large-cap equity investments |
| Plans Available | Regular & Direct Plan |
| Options | Growth, IDCW (Reinvestment / Payout / Transfer) |
| Exit Load | 0.25% if redeemed within 30 days; 0.10% if redeemed within 90 days; Nil thereafter |
| Benchmark Riskometer | BSE 100 TRI |
| Scheme Riskometer | Moderately High Risk |
“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).”
There is no assurance that the investment objective of the scheme will be achieved.
The fund tracks Nifty 100 TRI as its benchmark—representing India’s top 100 companies by market capitalization.
The SBI Large Cap Fund follows a blend of growth and value investing, using a combination of top-down and bottom-up approaches for stock selection.
Key Aspects Include:
For updated detailed Performance data and key informations as on December 5, 2025
Visit SBI Large Cap Fund Performance Page
Invests primarily in established, financially strong companies that dominate their respective industries.
Offers long-term capital appreciation potential while minimizing volatility compared to mid/small-cap categories.
Managed by Mr. Saurabh Pant, with over 16 years of capital market experience.
Exposure across sectors helps reduce concentration risk.
Ideal for disciplined investing through Systematic Investment Plan (SIP) or Systematic Transfer Plan (STP).
As per SBI Mutual Fund’s latest disclosure (as of Oct 31, 2025):
| This fund is suitable for investors who: |
|---|
| Investors seeking long-term capital growth (5 years + horizon). |
| Those with moderate-to-high risk appetite. |
| Investors preferring stability with reasonable growth potential. |
| SIP investors aiming for gradual wealth creation through large-cap exposure. |
Expense Ratio: Check latest factsheet.
Exit Load: 0.25% if redeemed within 30 days; 0.10% if redeemed within 90 days
Taxation:
🔗 How to Invest Online?
| Pain Point | How SBI Large Cap Fund Addresses It |
|---|---|
| Market volatility | Invests in top 100 stable companies, reducing downside risk |
| Lack of diversification | Broad-based exposure across sectors and industries |
| Uncertain returns | Managed actively to capture long-term opportunities |
| Liquidity concerns | Open-ended structure allows redemption on any business day |
| Tax confusion | Clearly defined LTCG/STCG rules with favorable taxation |
Ans: ₹1,000 and in multiples of ₹1 thereafter (additional purchase).
Ans: None – it is an open-ended scheme.
Ans: You can invest through SIP, lumpsum, or transfer from another SBI MF scheme.
Ans: 1. Minimum Lumpsum Amount applicable for this fund is Rs. 5000 in multiples of 1.
2. Minimum Additional Lumpsum Amount applicable for this fund is Rs. 1000 in multiples of 1.
3. Minimum SIP Amount applicable for fund is Rs. 500
Ans: Yes, SBI MF allows SIP pause and modification features.
The SBI Large Cap Fund is a solid option for investors seeking long-term capital growth with stability. By investing in India’s top 100 companies, the fund combines growth potential and lower volatility. Its balanced investment strategy, expert fund management, and sectoral diversification make it a dependable choice for consistent wealth creation.
Ideal for investors with a 5-year or longer horizon and a moderate-to-high risk appetite, this fund aims to deliver steady returns while managing market fluctuations effectively.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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