Should I invest in SBI LARGE & MIDCAP FUND?

We don't give personal investment advice. SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.4%. 5-year CAGR: 15.23%.

SBI

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth

Latest NAV

₹683.8671

As of

2 Jun 2026

3,305 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.09%	+0.15%	-0.06	24 / 34	Q3
1W	-1.55%	-1.78%	+0.23	10 / 34	Q2
2W	-0.21%	-0.02%	-0.19	19 / 34	Q3
1M	-0.36%	-0.52%	+0.15	11 / 34	Q2
3M	-2.77%	+0.66%	-3.42	32 / 34	Q4
6M	-3.13%	-3.20%	+0.07	14 / 34	Q2
YTD	-3.74%	-3.29%	-0.45	15 / 34	Q2
1Y	+5.17%	+1.81%	+3.37	6 / 33	Q1
2Y	+7.04%	+4.91%	+2.13	6 / 30	Q1
3Y	+15.58%	+16.92%	-1.34	18 / 27	Q3
4Y	+16.85%	+16.88%	-0.03	15 / 27	Q3
5Y	+15.23%	+15.02%	+0.22	13 / 27	Q2
7Y	+16.61%	+16.10%	+0.51	10 / 23	Q2
10Y	+15.50%	+15.15%	+0.35	10 / 20	Q2
Inception	+16.40%	+13.65%	+2.74	12 / 33	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.74%	-3.29%	-0.45	15 / 34
2025	+10.46%	+4.90%	+5.56	2 / 32
2024	+18.91%	+24.93%	-6.02	22 / 28
2023	+27.59%	+31.20%	-3.61	23 / 27
2022	+8.13%	+2.92%	+5.21	7 / 27
2021	+39.11%	+38.33%	+0.78	12 / 27
2020	+16.22%	+17.02%	-0.80	12 / 26
2019	+7.12%	+9.44%	-2.32	14 / 22
2018	-3.96%	-6.02%	+2.06	10 / 21
2017	+39.87%	+38.46%	+1.40	11 / 21
2016	+0.23%	+7.16%	-6.93	20 / 20

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.76%

152 windows

min -28.7% · max 81.8%

89% positive

3-Year rolling

+17.11%

127 windows

min -4.8% · max 34.5%

98% positive

5-Year rolling

+16.69%

103 windows

min 0.5% · max 28.1%

100% positive

7-Year rolling

+15.87%

79 windows

min 10.6% · max 18.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.28%

3-year · annualised

Sharpe ratio

0.72

vs risk-free 6.5%

Sortino ratio

1.14

Downside-only deviation

Max drawdown

-14.17%

Sep 2024 → Mar 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - Growth	Mirae Asset	₹169.3610	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹683.8671
1 Jun 2026	₹683.2252
31 May 2026	₹689.8235
27 May 2026	₹695.7861
26 May 2026	₹694.6326
25 May 2026	₹694.9667
22 May 2026	₹689.7176
21 May 2026	₹687.9070
20 May 2026	₹686.1749
19 May 2026	₹685.3071

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth is ₹683.8671. It's a Large & Mid Cap Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth is managed by SBI. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has delivered a absolute return of 5.17% — +3.37 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #6 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has delivered a CAGR of 15.58% — -1.34 pp behind the Large & Mid Cap Fund category average of 16.92%. The fund ranks #18 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has delivered a CAGR of 15.23% — +0.22 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #13 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth exactly 10 years ago would be worth approximately ₹422,508 today — a multiplier of 4.23×, based on the 10-year CAGR of 15.50%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth over the last 5 years — total invested ₹600,000 — would be worth ₹835,940 today. That's an XIRR (money-weighted annualised return) of 13.22%.

A ₹10,000 monthly SIP for 10 years in SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth = ₹1,200,000 invested. It would currently be worth ₹2,770,985 (multiplier 2.31×). XIRR: 15.96%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth ranks #13 out of 27 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 15.02%; this fund delivered 15.23%.

The worst peak-to-trough decline SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has experienced over the last 5-year window is 16.38% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth averaged 16.69% (best 28.08%, worst 0.51%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.68 — reasonable risk-adjusted performance.

In calendar year 2025, SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth returned 10.46% — beating the Large & Mid Cap Fund category average of 4.90% by 5.56 pp. It ranked #2 of 32 in its category that year.

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.4%. 5-year CAGR: 15.23%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.