MonitorDirect · Growth
SBI Large Cap Fund
SBI Mutual FundEquity Scheme - Large Cap Fund13.7 years
The scheme seeks to provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).
- NAV
- 99.947
- 15 Sept 2026
- 1Y
- -1.4%
- Trailing CAGR
- AUM
- ₹55,139.85 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.4%
- 3Y+8.4%
- 5Y+9.2%
- 10Y+11.7%
- SI+14.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.9%
- 3Y+4.0%
- 5Y+8.5%
- 10Y+12.1%
- Since inception
- +14.0%
- Calendar-day CAGR
- Excess 1Y
- +0.3%
- Category median, same plan and option
- 3Y win rate
- +61%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- -6.2%
- 2645 daily-ending windows
- Median rolling 3Y
- +14.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2152 daily-ending windows
- SIP 3Y XIRR
- +4.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 169 recovered episodes
- Longest recovery
- 243 days
- Trough to prior peak
- Current spell
- 248 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
16 Jan 2020 – 9 Nov 2020
Trough 23 Mar 2020 · recovered in 231 days
-37.1%
16 May 2013 – 31 Oct 2013
Trough 28 Aug 2013 · recovered in 64 days
-16.8%
18 Oct 2021 – 1 Nov 2022
Trough 17 Jun 2022 · recovered in 137 days
-16.4%
26 Sept 2024 – 29 Oct 2025
Trough 28 Feb 2025 · recovered in 243 days
-15.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
52
Consistency
65
Risk-adjusted
55
Drawdown
7
Mean
41
Portfolio
31 Aug 2026 · 57 holdings · top 10 are 47.3%.
- Top 5
- 29.3%
- Top 10
- 47.3%
- Largest holding
- 8.7%
- Effective holdings
- 28.5
ICICI Bank Ltd
Financial
8.7%
HDFC Bank Ltd
Financial
7.8%
Larsen & Toubro Ltd
Industrials
5.4%
Samvardhana Motherson International Ltd
Consumer Discretionary
3.8%
State Bank of India
Financial
3.7%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 61% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Large Cap Fund
Edelweiss Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 15.1%
- Max DD
- -35.1%
- Sharpe
- 0.60
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
quant Large Cap Fund
quant Mutual Fund
- 1Y
- +4.2%
- 3Y
- +12.2%
- Vol
- 15.2%
- Max DD
- -21.1%
- Sharpe
- 0.54
- 3Y win
- +77%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
BANDHAN LARGE CAP FUND
Bandhan Mutual Fund
- 1Y
- -0.9%
- 3Y
- +11.5%
- Vol
- 15.6%
- Max DD
- -35.1%
- Sharpe
- 0.52
- 3Y win
- +62%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility