FundLens
53
Large CapHold

SBI Large Cap

SBI · Direct–Growth · rank #18 of 35 by Smart Score

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
1.9%
+4.0% vs index
3 Years
10.5%
+2.2% vs index
5 Years
11.6%
+1.7% vs index
Since launch
14.5%

Year-by-year performance

last entry = YTD
2021
+27.0%
2022
+5.1%
2023
+23.5%
2024
+13.2%
2025
+10.5%
2026
-1.7%

Why this score

SBI Large Cap scores 53/100 — #18 of 35 Large Cap fund (Hold). It stands out for volatility and fund size — beating 92% of peers on volatility. The main drag is its 3y return (better than only 25% of peers).

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

3Y return10.52% · 25th percentile in category
Volatility12.40 · 92nd percentile in category
Fund size55063.96 Cr · 96th percentile in category
Expense ratio0.86% · 78th percentile in category
Sharpe ratio0.32 · 32nd percentile in category
Alpha0.83 · 27th percentile in category

Other Large Cap funds