SBI LARGE and Mid Cap Fund Direct Growth
Scheme code: INF200K01UJ5
NAV value:
₹ 668.5401
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Large & Mid Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.76 | 88.75 | 14.87 | 19.96 | 14.06 |
| 3 year | -4.69 | 36.07 | 18.20 | 17.32 | 20.95 |
| 5 year | 0.57 | 31.19 | 16.94 | 16.82 | 17.1 |
| 7 year | 10.07 | 19.47 | 15.92 | 15.88 | 14.28 |
| 10 year | 13.58 | 20.06 | 17.16 | 17.04 | 15.52 |
| 12 year | 16.90 | 19.96 | 18.31 | 18.36 | 16.57 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY LARGEMIDCAP 250 |
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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 (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,00,607 - Absolute Returns: ₹1,00,607 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,17,769 - Absolute Returns: ₹10,17,769 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,44,550 - Absolute Returns: ₹32,44,550 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,54,51,866 - Absolute Returns: ₹70,51,866 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,99,09,503 - Absolute Returns: ₹1,79,09,503 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,33,49,237 - Absolute Returns: ₹2,89,49,237 - CAGR: %Drawdown Metrics
Max Drawdown
-36.43 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-4.53 %
Calmar Ratio by Duration
1
Y
0.5479
3
Y
0.4755
5
Y
0.4617
7
Y
0.4359
10
Y
0.4678
12
Y
0.504
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 7.07 | 0.90 | 95.0 | 84.6 | 11.32 % | 4.00 % |
| 3 years | 7.19 | 0.87 | 90.7 | 80.3 | 17.83 % | 11.28 % |
| 5 years | 7.69 | 0.84 | 86.3 | 75.9 | 16.65 % | 9.44 % |
| 7 years | 6.52 | 0.82 | 84.8 | 77.2 | 16.50 % | 10.74 % |
| 10 years | 5.09 | 0.84 | 87.3 | 80.8 | 16.25 % | 12.06 % |
| 12 years | 3.96 | 0.84 | 87.3 | 80.8 | 13.39 % | 10.00 % |
| 15 years | 2.88 | 0.84 | 87.3 | 80.8 | 10.57 % | 7.92 % |