FundLens
60
Large & Mid CapHold

SBI Large & Midcap

SBI · Direct–Growth · rank #11 / 34 Smart Score ke hisaab se

Data updated

SBI Large & Midcap ka score 60/100 hai — 34 mein #11 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 37th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
3.8%
+2.7% index ke muqable
3 saal
14.6%
5 saal
14.7%
Launch se
16.5%

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
-0.9%

Risk metrics

Sharpe ratio
0.62
↑ jitna zyada, utna accha
Sortino ratio
0.84
↑ jitna zyada, utna accha
Std deviation
12.76
↓ jitna kam, utna accha
Alpha
-0.32
↑ 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.