SBI LARGE and Mid Cap Fund Direct Growth

Scheme code: INF200K01UJ5 NAV value: ₹ 599.8632 NAV date: 11 April, 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 -4.5637.5317.4326.18
3 year 6.2833.3215.5722.8
5 year 0.7426.0212.9116.16
7 year 3.3315.6211.6415.53
10 year 3.4917.2210.6517.45
12 year 3.0716.1710.817.89
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.926.18
3 year 6.5632.1215.6622.8
5 year 126.212.7516.16
7 year 3.815.4211.8415.53
10 year 3.81811.0917.45
12 year 3.6316.8611.1917.89
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6726.18
3 year 7.6833.371722.8
5 year 0.7127.6313.1516.16
7 year 3.7616.0112.0415.53
10 year 3.5616.9410.9417.45
12 year 3.3116.5410.9917.89
15 year 6.5616.4210.95

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 5.839.27
3 year 7.3511.02
5 year 7.289.71
7 year 6.368.66
10 year 5.939.53
12 year 6.099.58
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.799.27
3 year 7.5111.02
5 year 7.259.71
7 year 6.388.66
10 year 6.159.53
12 year 6.39.58
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.269.27
3 year 8.2511.02
5 year 7.649.71
7 year 6.588.66
10 year 6.219.53
12 year 6.369.58

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%