{"id":222084,"date":"2026-08-28T11:15:52","date_gmt":"2026-08-28T05:45:52","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=222084"},"modified":"2026-09-10T11:55:38","modified_gmt":"2026-09-10T06:25:38","slug":"sbi-large-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/","title":{"rendered":"SBI Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-large-cap-fund-g-direct-plan\">SBI Large Cap Fund Direct Growth Plan<\/a> currently has a NAV of \u20b9101.4878 as of 09 Sep 2026 and a scheme AUM of \u20b955,139 Cr. Its 1-year, 3-year and 5-year returns are -0.95%, 8.66% and 9.26% respectively, and it sits in the High Risk category.<\/p>\n<p>Our view is that this is a large, diversified large-cap equity fund that has been steadier over longer periods than in the recent year, but it has still lagged the benchmark across the available time frames. The portfolio is led by banks and other large businesses, so it can suit investors who are comfortable with equity volatility and who are looking beyond short-term swings.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_SBI_Large_Cap\" title=\"Should you BUY or HOLD SBI Large Cap?\">Should you BUY or HOLD SBI Large Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_SBI_Large_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of SBI Large Cap Fund Direct Growth Plan?\">What is the current NAV of SBI Large Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#How_has_SBI_Large_Cap_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\" title=\"How has SBI Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\">How has SBI Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_Nifty_50_benchmark\" title=\"How does the fund compare with the Nifty 50 benchmark?\">How does the fund compare with the Nifty 50 benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Which_peer_funds_have_stronger_recent_returns\" title=\"Which peer funds have stronger recent returns?\">Which peer funds have stronger recent returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#What_is_the_exit_load_for_this_fund\" title=\"What is the exit load for this fund?\">What is the exit load for this fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Who_manages_the_fund\" title=\"Who manages the fund?\">Who manages the fund?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/sbi-large-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9101.4878 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b955,139 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.79%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Saurabh Pant<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Saurabh Pant.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.39%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.14%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-0.95%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>8.66%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>9.26%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The last month was weak for the fund, but it still held up a little better than the benchmark over the same stretch. That matters because both the fund and the Nifty 50 were under pressure, and the fund\u2019s narrower decline suggests it cushioned some of the drawdown.<\/p>\n<p>The three-month picture is more constructive. The fund stayed slightly ahead of the benchmark, which indicates that the recent rebound has not been limited to one short burst; it has been enough to keep the fund modestly in front on the quarter.<\/p>\n<p>The one-year return is still negative, yet it is far less weak than the benchmark\u2019s decline. That gap tells us the fund has been more resilient than the Nifty 50 over a full year, even if the absolute outcome remains disappointing for an equity product.<\/p>\n<p>Over three and five years, the longer compounding pattern is healthier. The fund has stayed above the benchmark in both windows, which supports the case that the strategy has worked better over a full cycle than in the most recent year. Our view is that the short-term picture is choppier than the longer-term trend, so investors need patience to let the portfolio\u2019s equity exposure work through market swings.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_SBI_Large_Cap\"><\/span>Should you BUY or HOLD SBI Large Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding SBI Large Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-large-cap-fund-g-direct-plan\">SBI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>-0.95%<\/td>\n<td>8.66%<\/td>\n<td>9.26%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>8.13%<\/td>\n<td>13.11%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.99%<\/td>\n<td>12.61%<\/td>\n<td>10.27%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.82%<\/td>\n<td>12.8%<\/td>\n<td>9.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>3.91%<\/td>\n<td>13.77%<\/td>\n<td>11.79%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-large-cap-fund-g-direct-plan\">ITI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.08%<\/td>\n<td>11%<\/td>\n<td>9.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the latest one-year measure, the fund trails the stronger peer outcomes by a clear margin, even though it still beats the benchmark on the same horizon. That tells us the recent stretch has been softer than several peers, but not as weak as the market reference.<\/p>\n<p>The three-year and five-year figures are more balanced. The fund is behind some peers that have stronger multi-year numbers, yet it remains competitive with others on the table, especially when compared with funds that show only modest long-term gains. The shorter-term comparison and the longer-term comparison therefore do not tell the same story: the fund looks weaker recently than several peers, but its multi-year record is not out of step with the broader group.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>8.66%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>7.78%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>5.43%<\/td>\n<\/tr>\n<tr>\n<td>Samvardhana Motherson International Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.77%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.67%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd.<\/td>\n<td>IT<\/td>\n<td>3.66%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.65%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>3.59%<\/td>\n<\/tr>\n<tr>\n<td>Asian Paints Ltd.<\/td>\n<td>Chemicals<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<tr>\n<td>Divi&#8217;S Laboratories Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3.49%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 47.26% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/sbi-large-cap-fund-g-direct-plan\">SBI Large Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd. at 8.66%, is meaningfully larger than each of the other positions, but the difference is not extreme. The gap from the first holding to the tenth is fairly gradual, which suggests the portfolio is not built around a single outsized bet.<\/p>\n<p>Even so, the top holdings still matter. The top 10 together account for 47.26% of the portfolio, so a relatively small set of companies is likely to have greater influence on returns than the long tail of the remaining 34 holdings. That can support efficiency in a large-cap strategy, but it also means stock selection in the largest positions may matter more than in a broadly diluted portfolio.<\/p>\n<p>Our view is that the structure looks moderately concentrated rather than highly dispersed. Banks alone occupy several of the biggest slots, while the rest of the list adds exposure to infrastructure, IT, consumer, healthcare and other large businesses. That mix may help reduce dependence on a single sector theme, even though the overall portfolio still has a clear heavyweight core.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can tolerate a High Risk equity profile and are comfortable with short-term volatility. The one-year return has been weak, while the three-year and five-year numbers are more stable, so it is better aligned with a longer investment horizon than with a near-term goal.<\/p>\n<p>The trade-off is straightforward: the fund has shown better resilience than the benchmark over the available periods, but it has still gone through choppy stretches and has not matched the stronger peer outcomes in the recent year. Investors who want large-cap exposure with a broad portfolio and can stay invested through uneven periods may find the pattern understandable, while those who need smoother short-term outcomes may not.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies as follows: 0.25% on or before 30 days, 0.10% after 30 days but before 90 days, and nil after 90 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_SBI_Large_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of SBI Large Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b9101.4878 as of 09 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_SBI_Large_Cap_Fund_Direct_Growth_Plan_performed_over_1_year_3_years_and_5_years\"><\/span>How has SBI Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is -0.95%, 3-year return is 8.66% and 5-year return is 9.26%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_Nifty_50_benchmark\"><\/span>How does the fund compare with the Nifty 50 benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is ahead of the Nifty 50 across the available 1-month, 3-month, 1-year, 3-year and 5-year periods. The gap is most noticeable over one year and remains positive over the longer windows.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Which_peer_funds_have_stronger_recent_returns\"><\/span>Which peer funds have stronger recent returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Quant Large Cap Fund Direct Growth Plan, Taurus Large Cap Fund Direct Growth Plan, Bank of India Large Cap Fund Direct Growth Plan, Invesco India Largecap Fund Direct Growth Plan and ITI Large Cap Fund Direct Growth Plan all show stronger 1-year returns than this fund. Their longer-term figures also vary, so the comparison is not uniform across every period.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_exit_load_for_this_fund\"><\/span>What is the exit load for this fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Exit load is 0.25% on or before 30 days, 0.10% after 30 days but before 90 days, and nil after 90 days.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund\"><\/span>Who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Saurabh Pant.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>SBI Large Cap Fund Direct Growth Plan has been steadier over three and five years than in the recent year, but it still sits behind several peers on the latest one-year view. The risk profile is High Risk, and the portfolio is led by a fairly meaningful core of large holdings, especially in banks. Our view is that it fits investors who want large-cap equity exposure and can accept uneven short-term performance in exchange for a more established multi-year record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 11:52 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"SBI Large Cap Fund Direct Growth Plan\",\"identifier\":\"sbi-large-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":101.4878,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"55139 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.79\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-0.95},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":8.66},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":9.26},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Saurabh Pant\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of SBI Large Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9101.4878 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has SBI Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is -0.95%, 3-year return is 8.66% and 5-year return is 9.26%.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the Nifty 50 benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is ahead of the Nifty 50 across the available 1-month, 3-month, 1-year, 3-year and 5-year periods. The gap is most noticeable over one year and remains positive over the longer windows.\"}},{\"@type\":\"Question\",\"name\":\"Which peer funds have stronger recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Quant Large Cap Fund Direct Growth Plan, Taurus Large Cap Fund Direct Growth Plan, Bank of India Large Cap Fund Direct Growth Plan, Invesco India Largecap Fund Direct Growth Plan and ITI Large Cap Fund Direct Growth Plan all show stronger 1-year returns than this fund. Their longer-term figures also vary, so the comparison is not uniform across every period.\"}},{\"@type\":\"Question\",\"name\":\"What is the exit load for this fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Exit load is 0.25% on or before 30 days, 0.10% after 30 days but before 90 days, and nil after 90 days.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Saurabh Pant.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SBI Large Cap Fund Direct Growth Plan has a \u20b9101.4878 NAV as of 09 Sep 2026, a \u20b955,139 Cr AUM and High Risk profile. Its 1Y, 3Y and 5Y returns are -0.95%, 8.66% and 9.26%.<\/p>\n","protected":false},"author":38,"featured_media":240510,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-222084","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["240510"],"rank_math_title":["SBI Large Cap Fund Direct Growth: NAV, Returns, Review"],"rank_math_description":["SBI Large Cap Fund Direct Growth Plan NAV is \u20b9101.4878 as of 09 Sep 2026; 1Y return is -0.95% and 5Y return is 9.26%."],"rank_math_focus_keyword":["SBI Large Cap Fund Direct Growth Plan 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