Investment Objective
SBI Large Cap Fund, formerly SBI Bluechip Fund, seeks to provide its investors long-term capital appreciation through active management of a diversified portfolio of large cap equity stocks, as defined by SEBI/AMFI from time to time.
Investment Strategies
- The scheme primarily invests in a diversified portfolio of large cap stocks falling under the 1st -100th company in terms of full market capitalization.
- The fund retains the flexibility to invest up to 20% of the portfolio in mid and small cap stocks.
- The fund manager focuses on generating alpha by investing in high conviction mid and small cap stocks.
- The fund follows a combination of growth and value style of investing.
- The stock picking is based on the combination of top down and bottom-up approach and can choose companies across sectors.
Who Should Invest
- Investors having a medium to long term horizon of 2 to 3 years for capital appreciation and seeking exposure to a mutual fund investing predominantly in large cap companies.
- Those who want steady growth and lower volatility in their equity portfolio.
Frequently Asked Questions
What is the risk level of SBI Large Cap Fund?
As per the fund factsheet published by the fund house, SBI Large Cap Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in SBI Large Cap Fund?
SBI Large Cap Fund has no lock-in period for its investors. Thus, the investors of SBI Large Cap Fund are free to make redemption requests on any day as per their requirements.
What type of mutual fund is the SBI Large Cap Fund?
SBI Large Cap Fund is an open-ended equity mutual fund scheme belonging to the large cap fund category.
Is SBI Large Cap Fund an open-ended or close-ended scheme?
The SBI Large Cap Fund is an open-ended equity mutual fund scheme.
What is the benchmark index for SBI Large Cap Fund?
BSE 100 TRI is the benchmark index of the SBI Large Cap Fund. The fund also has BSE Sensex TRI as its additional benchmark index.