FundLens
51
Large CapHold

SBI Large Cap

SBI · Direct–Growth · rank #19 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
1.9%
+3.7% vs index
3 Years
10.1%
+1.9% vs index
5 Years
9.8%
+2.0% vs index
Since launch
14.2%

Year-by-year performance

last entry = YTD
2021
+27.0%
2022
+5.1%
2023
+23.5%
2024
+13.2%
2025
+10.5%
2026
-3.5%

Why this score

SBI Large Cap scores 51/100 — #19 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 return10.06% · 25th percentile in category
Volatility12.46 · 92nd percentile in category
Fund size55430.75 Cr · 96th percentile in category
Expense ratio0.85% · 84th percentile in category
Sharpe ratio0.28 · 31st percentile in category
Alpha0.55 · 23rd percentile in category

Top holdings

top 5 = 31% of portfolio
1.ICICI Bank Ltd8.51%
2.HDFC Bank Ltd8.17%
3.Reliance Industries Ltd5.43%
4.Larsen & Toubro Ltd5.26%
5.Asian Paints Ltd3.67%

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

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