SBI Large Cap Fund - Direct Plan - Growth
code 119598 Large Cap Fund direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 8.75% | 2026-10-09 → 2026-11-09 |
| 3M | 1.23% | 2026-08-07 → 2026-11-09 |
| 6M | 3.96% | 2026-05-08 → 2026-11-09 |
| 1Y | 2.85% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.41% | 2023-11-09 → 2026-11-09 |
| 5Y | 9.34% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.68% | 2019-11-08 → 2026-11-09 |
| 10Y | 12.76% | 2016-11-09 → 2026-11-09 |
| since inception | 14.30% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 48.74% | 8.99% | 6.12% | 31.71% | -3.10% | 12.47% | 17.24% | 27.04% | 5.11% | 23.50% | 13.24% | 10.49% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,171 | 16.48% | 12.63% | -30.30% | 98.07% | 87% |
| 3 years | 2,683 | 14.93% | 14.84% | -6.17% | 32.96% | 98% |
| 5 years | 2,190 | 14.45% | 14.33% | -0.24% | 27.20% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 9.37% | 8.30% | 11.52% |
| volatility | 13.84% | 13.05% | 16.16% |
| max drawdown | -15.44% | -15.62% | -37.08% |
| downside deviation | 9.75% | 8.85% | 11.17% |
| Sharpe ratio | 0.29 | 0.24 | 0.42 |
| Sortino ratio | 0.41 | 0.35 | 0.62 |
| Calmar ratio | 0.61 | - | - |
Category: Large Cap Fund
Overall ★★★☆☆ (3y ★★☆☆☆ · 5y ★★★☆☆ · 10y ★★★☆☆) · as of 2026-10 · 165 months of history
| percentile rank (1 = best) | 3 years of 30 funds | 5 years of 27 funds | 10 years of 22 funds |
|---|---|---|---|
| return | 73rd | 50th | 58th |
| volatility | 11th | 12th | 58th |
| Sharpe | 73rd | 43rd | 62nd |
| Sortino | 69th | 43rd | 58th |
| worst fall | 25th | 8th | 62nd |
| risk-adjusted return (MRAR) | 73rd | 35th | 58th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.