59
Large & Mid CapHold
SBI Large & Midcap
SBI · Direct–Growth · rank #12 of 34 by Smart Score
Trailing returns
1 Year
4.6%
+2.1% vs index
3 Years
15.1%
5 Years
14.8%
Since launch
16.6%
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
+1.2%+1.5% vs index
Why this score
SBI Large & Midcap scores 59/100 — #12 of 34 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 33% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Volatility12.74 · 95th percentile in category
Fund size39426.55 Cr · 96th percentile in category
3Y return15.13% · 33rd percentile in category
Sortino ratio0.92 · 67th percentile in category
5Y return14.85% · 56th percentile in category
Sharpe ratio0.68 · 58th percentile in category