53
Large CapHold
SBI Large Cap
SBI · Direct–Growth · rank #17 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
+4.7% vs index
3 Years
8.5%
+2.4% vs index
5 Years
8.9%
+2.1% vs index
Since launch
14.0%
Year-by-year performance
2021
+27.0%+1.7% vs index
2022
+5.1%-0.3% vs index
2023
+23.5%+2.5% vs index
2024
+13.2%+3.4% vs index
2025
+10.5%-1.2% vs index
2026
-4.9%+5.0% vs index
Why this score
SBI Large Cap scores 53/100 — #17 of 35 Large Cap fund (Hold). It stands out for volatility and fund size — beating 92% of peers on volatility. The main drag is its 3y return (better than only 32% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Volatility12.49 · 92nd percentile in category
3Y return8.47% · 32nd percentile in category
Fund size55139.85 Cr · 96th percentile in category
Expense ratio0.88% · 82nd percentile in category
Sharpe ratio0.16 · 36th percentile in category
Sortino ratio0.22 · 36th percentile in category
Top holdings
1.ICICI Bank Ltd8.66%
2.HDFC Bank Ltd7.78%
3.Larsen & Toubro Ltd5.43%
4.Samvardhana Motherson International Ltd3.77%
5.State Bank of India3.67%
52 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.