SBI LARGE and Mid Cap Fund Direct Growth

Scheme code: INF200K01UJ5 NAV value: ₹ 626.5771 NAV date: 6 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year4.4545.8926.1830.46
3 year13.3937.5122.8021.66
5 year2.2131.2316.1616.04
7 year9.2819.1915.5315.02
10 year13.5820.4517.4516.29
12 year17.1718.5317.8915.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5126.18
3 year 6.2833.3215.7922.8
5 year 3.5426.0213.516.16
7 year 3.3315.6211.7115.53
10 year 3.4917.2210.617.45
12 year 3.0716.1710.8417.89
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0626.18
3 year 9.0858.729.3122.8
5 year 3.674818.0416.16
7 year 3.831.0314.1415.53
10 year 3.828.9312.3917.45
12 year 3.6326.6512.5917.89
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7626.18
3 year 7.6833.3717.0922.8
5 year 2.3527.6313.5116.16
7 year 3.7616.0112.0715.53
10 year 3.5616.9410.9217.45
12 year 3.3116.5411.0117.89
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5926.18
3 year -7.7814.624.2222.8

Rolling return for 1 year

- Average return: 26.18% - Median return: 30.96% - Average standard deviation: 4.34

Rolling return for 3 year

- Average return: 22.8% - Median return: 21.95% - Average standard deviation: 1.86

Rolling return for 5 year

- Average return: 16.16% - Median return: 15.77% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 15.53% - Median return: 15.67% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 17.45% - Median return: 17.63% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 17.89% - Median return: 17.85% - Average standard deviation: 0.4

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,11,1441,11,1449.27
3 year36,00,00049,25,28513,25,28511.02
5 year60,00,00095,38,02535,38,0259.71
7 year84,00,0001,50,23,06566,23,0658.66
10 year1,20,00,0002,98,07,1791,78,07,1799.53
12 year1,44,00,0004,31,80,6082,87,80,6089.58

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.99.27
3 year 7.311.02
5 year 7.489.71
7 year 6.398.66
10 year 5.959.53
12 year 6.119.58
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.029.27
3 year 20.6411.02
5 year 139.71
7 year 9.488.66
10 year 7.999.53
12 year 8.129.58
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.359.27
3 year 8.2211.02
5 year 7.779.71
7 year 6.68.66
10 year 6.239.53
12 year 6.379.58
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.259.27
3 year 1.1111.02

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,11,144 - Absolute Returns: ₹1,11,144 - CAGR: 9.27%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,25,285 - Absolute Returns: ₹13,25,285 - CAGR: 11.02%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,38,025 - Absolute Returns: ₹35,38,025 - CAGR: 9.71%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,23,065 - Absolute Returns: ₹66,23,065 - CAGR: 8.66%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,98,07,179 - Absolute Returns: ₹1,78,07,179 - CAGR: 9.53%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,31,80,608 - Absolute Returns: ₹2,87,80,608 - CAGR: 9.58%