31
Index — Large CapAvoid
SBI BSE Sensex Index
SBI · Direct–Growth · rank #63 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-9.9%
-2.6% vs index
3 Years
4.1%
-2.0% vs index
5 Years
—
Since launch
6.3%
Year-by-year performance
2024
+9.2%-0.7% vs index
2025
+9.9%-1.7% vs index
2026
-12.2%-2.3% vs index
Why this score
SBI BSE Sensex Index scores 31/100 — #63 of 82 Index — Large Cap fund (Avoid). It stands out for volatility and expense ratio — beating 85% of peers on volatility. The main drag is its 3y return (better than only 5% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.07% · 5th percentile in category
Alpha-3.54 · 4th percentile in category
Volatility13.16 · 85th percentile in category
Sharpe ratio-0.18 · 22nd percentile in category
Sortino ratio-0.26 · 18th percentile in category
Expense ratio0.24% · 75th percentile in category
Top holdings
1.HDFC Bank Ltd11.84%
2.ICICI Bank Ltd11.39%
3.Reliance Industries Ltd9.53%
4.Bharti Airtel Ltd6.11%
5.Larsen & Toubro Ltd5.16%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.