SBI LARGE & MIDCAP FUND - Direct Plan - Growth

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:58 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

69/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of 0.42 — little reward for the volatility endured

Investment Checklist

2 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹675.89

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

-1.9%

Negative

3Y Return (CAGR)

11.9%

5Y Return (CAGR)

11.6%

Annualized Volatility

12.9%

Relatively stable

Sharpe Ratio (est.)

0.42

Moderate

Max Drawdown

-36.4%

Severe historical drop

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%
UTI Large & Mid Cap Fund - Direct Plan - Growth	-1.5%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹8,08,994

Estimated Gain

₹2,08,994

Risk Flags

This fund has seen a peak-to-trough drawdown of -36.4% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.