56
Large & Mid CapHold
SBI Large & Midcap
SBI · Direct–Growth · rank #13 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.9%
+0.7% vs index
3 Years
12.0%
5 Years
13.5%
Since launch
16.1%
Year-by-year performance
2021
+40.4%—
2022
+8.1%—
2023
+27.9%—
2024
+19.1%+0.6% vs index
2025
+11.0%+2.6% vs index
2026
-1.8%+0.1% vs index
Why this score
SBI Large & Midcap scores 56/100 — #13 of 36 Large & Mid Cap fund (Hold). It stands out for volatility and fund size — beating 95% of peers on volatility. The main drag is its 3y return (better than only 21% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return12.01% · 21st percentile in category
Volatility12.79 · 95th percentile in category
Fund size42335.63 Cr · 96th percentile in category
5Y return13.46% · 67th percentile in category
Expense ratio0.85% · 78th percentile in category
Alpha-1.80 · 32nd percentile in category
Top holdings
1.HDFC Bank Ltd6.36%
2.ICICI Bank Ltd3.98%
3.Axis Bank Ltd3.38%
4.State Bank of India2.88%
5.Balkrishna Industries Ltd2.53%
86 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.