SBI LARGE and Mid Cap Fund
Direct · Growth ₹696.71
20 Apr 2026
NAV
17.3%
3Y CAGR
16.8%
5Y CAGR
17.0%
10Y CAGR
17.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.45
Sharpe
-36.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.93 L | 20.7% | -53.6% | 93.6% |
| 3 Years | ₹36.00 L | ₹46.27 L | 17.1% | -19.3% | 36.4% |
| 5 Years | ₹60.00 L | ₹93.60 L | 16.8% | -6.9% | 28.9% |
| 10 Years | ₹1.20 Cr | ₹2.99 Cr | 17.5% | 15.0% | 20.2% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.7% | 2.1% | +18.6% |
| 3 Years | 17.1% | 11.2% | +5.9% |
| 5 Years | 16.8% | 11.1% | +5.6% |
| 10 Years | 17.5% | 11.9% | +5.6% |