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MF_119598

SBI Large Cap FUND-DIRECT PLAN -GROWTH

Equity Scheme - Large Cap Fund

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End Amount
₹59,157.93
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.71%
MF_119598 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.45%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.54
Risk-Adjusted Return
Sortino Ratio
0.80
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 55% 15% 14%
60 days 58% 10% 9%
90 days 60% 8% 7%
180 days 63% 6% 4%
1Yr 68% 5% 3%
3Yr 71% 3% 2%
5Yr 66% 2% 1%
7Yr 59% 2% 1%
10Yr 89% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI Large Cap FUND-DIRECT PLAN -GROWTH Nifty 50
30 days 0.2% | -62.2% | 17.5% | 182.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -26.4% | -45.5% | 18.9% | 130.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -24.7% | -36.6% | 16.8% | 108.0% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.8% | -9.1% | 12.9% | 61.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.4% | 0.9% | 14.9% | 27.3% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.0% | 5.2% | 14.4% | 22.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.4% | 10.8% | 14.0% | 16.8% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.5% | 11.7% | 14.5% | 17.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 21, 2013 May 8, 2013 107 days 8% Nifty 50: 10% 10137 9346 10193
May 16, 2013 Oct. 31, 2013 168 days 17% Nifty 50: 14% 10380 8632 10436
Dec. 4, 2014 Jan. 15, 2015 42 days 6% Nifty 50: 6% 16065 15119 16166
April 13, 2015 July 17, 2015 95 days 9% Nifty 50: 10% 17740 16183 17789
Aug. 6, 2015 May 27, 2016 295 days 14% Nifty 50: 19% 17887 15327 18111
Oct. 5, 2016 March 11, 2017 157 days 12% Nifty 50: 9% 20096 17680 20223
Sept. 12, 2017 Oct. 28, 2017 46 days 5% Nifty 50: 4% 23189 21946 23263
Jan. 23, 2018 Aug. 18, 2018 207 days 8% Nifty 50: 9% 24725 22698 24830
Aug. 31, 2018 May 18, 2019 260 days 15% Nifty 50: 14% 25105 21413 25133
June 3, 2019 Oct. 30, 2019 149 days 11% Nifty 50: 11% 25911 23164 26079
Jan. 16, 2020 Nov. 7, 2020 296 days 37% Nifty 50: 38% 26755 16835 26990
Jan. 12, 2021 Feb. 2, 2021 21 days 7% Nifty 50: 6% 32385 30198 32630
Feb. 15, 2021 May 29, 2021 103 days 8% Nifty 50: 6% 34593 31969 34726
Oct. 18, 2021 Nov. 1, 2022 379 days 16% Nifty 50: 16% 41368 34591 41386
Dec. 1, 2022 May 6, 2023 156 days 8% Nifty 50: 10% 42510 39199 42630
Sept. 15, 2023 Nov. 30, 2023 76 days 6% Nifty 50: 7% 47519 44877 47581
Sept. 26, 2024 Oct. 29, 2025 398 days 15% Nifty 50: 15% 62860 53154 63153
Jan. 6, 2026 Oct. 30, 2026 297 days 14% Nifty 50: 15% 64295 55415 59158