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MF_119721

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹73,788.10
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.54%
MF_119721 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
10.20%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.92
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 60% 24% 21%
60 days 62% 17% 12%
90 days 63% 14% 9%
180 days 71% 10% 6%
1Yr 77% 8% 4%
3Yr 74% 6% 2%
5Yr 85% 4% 1%
7Yr 100% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Nifty 50
30 days -25.6% | -63.9% | 23.6% | 198.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -39.0% | -46.8% | 22.4% | 135.4% -23.0% | -45.3% | 16.7% | 120.0%
90 days -35.1% | -35.8% | 18.8% | 113.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.5% | -10.7% | 13.9% | 68.0% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 12.0% | 1.1% | 17.8% | 30.9% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 11.2% | 4.7% | 16.6% | 27.1% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 16.0% | 11.8% | 16.0% | 18.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.8% | 13.9% | 16.7% | 19.5% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2013 May 16, 2013 133 days 10% Nifty 50: 8% 10019 8980 10059
May 17, 2013 Oct. 29, 2013 165 days 15% Nifty 50: 14% 10088 8564 10107
Jan. 22, 2014 Feb. 27, 2014 36 days 5% Nifty 50: 5% 11084 10520 11100
July 4, 2014 Aug. 15, 2014 42 days 5% Nifty 50: 4% 14343 13578 14410
Sept. 22, 2014 Oct. 31, 2014 39 days 6% Nifty 50: 5% 15454 14560 15598
Dec. 4, 2014 Jan. 14, 2015 41 days 6% Nifty 50: 6% 16504 15439 16543
March 3, 2015 April 11, 2015 39 days 7% Nifty 50: 7% 18307 17109 18322
April 13, 2015 July 7, 2015 85 days 10% Nifty 50: 10% 18322 16556 18356
Aug. 10, 2015 July 9, 2016 334 days 18% Nifty 50: 18% 18769 15374 18854
Oct. 5, 2016 March 11, 2017 157 days 14% Nifty 50: 9% 20539 17663 20540
Sept. 19, 2017 Oct. 14, 2017 25 days 5% Nifty 50: 4% 23496 22295 23544
Jan. 23, 2018 Jan. 2, 2020 709 days 16% Nifty 50: 9% 26676 22469 26909
Feb. 20, 2020 Nov. 24, 2020 278 days 36% Nifty 50: 37% 28299 17990 28488
Jan. 12, 2021 Feb. 3, 2021 22 days 5% Nifty 50: 6% 32931 31221 33217
March 3, 2021 May 7, 2021 65 days 6% Nifty 50: 6% 34856 32776 34912
Nov. 15, 2021 Jan. 8, 2022 54 days 7% Nifty 50: 8% 44750 41550 44792
Jan. 17, 2022 Sept. 3, 2022 229 days 16% Nifty 50: 16% 45806 38301 46006
Dec. 5, 2022 May 26, 2023 172 days 8% Nifty 50: 9% 48927 44843 49055
Sept. 11, 2023 Nov. 29, 2023 79 days 7% Nifty 50: 6% 55859 51987 55887
Sept. 26, 2024 June 28, 2025 275 days 14% Nifty 50: 15% 76210 65408 76215
Feb. 11, 2026 Aug. 1, 2026 171 days 13% Nifty 50: 14% 81021 70879 82080
Aug. 3, 2026 Oct. 30, 2026 88 days 12% Nifty 50: 10% 82080 72602 73788