61
Large & Mid CapHold
SBI Large & Midcap
SBI · Direct–Growth · rank #9 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-1.5%
+1.9% vs index
3 Years
11.8%
5 Years
11.4%
Since launch
15.8%
Year-by-year performance
2021
+40.4%—
2022
+8.1%—
2023
+27.9%—
2024
+19.1%+0.6% vs index
2025
+11.0%+2.6% vs index
2026
-4.6%+0.5% vs index
Why this score
SBI Large & Midcap scores 61/100 — #9 of 36 Large & Mid Cap fund (Hold). It stands out for volatility and fund size — beating 95% of peers on volatility. The main drag is its 3y return (better than only 38% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Volatility12.91 · 95th percentile in category
Fund size40498.53 Cr · 96th percentile in category
5Y return11.42% · 63rd percentile in category
3Y return11.84% · 38th percentile in category
Expense ratio0.86% · 69th percentile in category
Sortino ratio0.56 · 67th percentile in category
Top holdings
1.HDFC Bank Ltd6.65%
2.ICICI Bank Ltd3.79%
3.Axis Bank Ltd3.33%
4.Balkrishna Industries Ltd2.46%
5.Adani Enterprises Ltd2.46%
86 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.