51
Large CapHold
SBI Large Cap
SBI · Direct–Growth · rank #18 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.1%
+4.6% vs index
3 Years
8.4%
+1.9% vs index
5 Years
7.7%
+1.9% vs index
Since launch
13.8%
Year-by-year performance
2021
+27.0%+1.7% vs index
2022
+5.1%-0.3% vs index
2023
+23.5%+2.5% vs index
2024
+13.2%+3.4% vs index
2025
+10.5%-1.2% vs index
2026
-6.2%+4.5% vs index
Why this score
SBI Large Cap scores 51/100 — #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 32% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Volatility12.62 · 92nd percentile in category
3Y return8.37% · 32nd percentile in category
Fund size52372.68 Cr · 96th percentile in category
Expense ratio0.90% · 78th percentile in category
Alpha0.45 · 27th percentile in category
5Y return7.68% · 41st percentile in category
Top holdings
1.ICICI Bank Ltd8.29%
2.HDFC Bank Ltd8.19%
3.Larsen & Toubro Ltd5.31%
4.Kotak Mahindra Bank Ltd4.6%
5.Samvardhana Motherson International Ltd3.79%
53 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.