FundLens
56
Large & Mid CapHold

SBI Large & Midcap

SBI · Direct–Growth · rank #13 / 36 Smart Score ke hisaab se

Data updated

SBI Large & Midcap ka score 56/100 hai — 36 mein #13 Large & Mid Cap fund (Hold). Mazbooti: utaar-chadhaav (category mein 95th percentile) aur fund size (category mein 96th percentile). Kamzori: 3 saal ka return (category mein 21th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
4.7%
-0.5% index ke muqable
3 saal
13.2%
5 saal
13.9%
Launch se
16.3%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
40.4%
2022
8.1%
2023
27.9%
2024
19.1%
2025
11.0%
2026
-0.6%

Risk metrics

Sharpe ratio
0.52
↑ jitna zyada, utna accha
Sortino ratio
0.71
↑ jitna zyada, utna accha
Std deviation
12.78
↓ jitna kam, utna accha
Alpha
-1.38
↑ jitna zyada, utna accha
Beta
0.84
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.