FundLens
31
Index — Large CapAvoid

SBI BSE Sensex Index

SBI · Direct–Growth · rank #65 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-4.5%
-2.0% vs index
3 Years
6.1%
-1.9% vs index
5 Years
Since launch
7.3%

Year-by-year performance

last entry = YTD
2024
+9.2%
2025
+9.9%
2026
-9.6%

Why this score

SBI BSE Sensex Index scores 31/100 — #65 of 82 Index — Large Cap fund (Avoid). It stands out for volatility — beating 86% of peers on volatility. The main drag is its 3y return (better than only 5% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return6.13% · 5th percentile in category
Alpha-3.47 · 4th percentile in category
Sharpe ratio-0.03 · 20th percentile in category
Volatility13.13 · 86th percentile in category
Sortino ratio-0.04 · 20th percentile in category
1Y return-4.55% · 9th percentile in category

Top holdings

top 5 = 44.3% of portfolio
1.HDFC Bank Ltd12.27%
2.ICICI Bank Ltd11.07%
3.Reliance Industries Ltd9.52%
4.Bharti Airtel Ltd6.46%
5.Larsen & Toubro Ltd4.95%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds