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OnePaisa — Smart Finance for India
SBI Mutual Fund

SBI Large Cap FUND-DIRECT PLAN -GROWTH

3Y returns
13.5%
past performance*
5Y returns
13.3%
past performance*
—Expense ratio
₹48.9K CrFund size
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*Past performance does not guarantee future returns. Returns are historical and subject to market risk.

NAV₹98.01
1D—
Expense—
AUM₹48.9K Cr
Min SIP₹500
Min Lumpsum₹5,000

Trailing returns (CAGR)

1W1M3M6M1Y3Y5Y10Y
-1.84%+4.35%-2.08%-3.36%+3.51%+13.54%+13.34%+13.14%

🎯 OnePaisa Verdict

5.5/ 10
Average

Breakdown

  • Returns7/10
  • Consistency6/10
  • Risk1/10
  • Cost5/10
  • Size9/10
  • Large, well-established fund (₹49K Cr AUM)
  • Beats category average by 2.0% (1Y)

💡 Ratings are not guarantees. Past performance does not predict future results.

SIP Returns

Simulated ₹10,000/month systematic investment plan, computed from NAV history.

1 Year SIP

-1.54%

₹1.19 L value on ₹1.20 L invested

3 Year SIP

—

Not enough NAV history yet.

5 Year SIP

—

Not enough NAV history yet.

vs Category (Large Cap)

This fund (1Y)

+3.51%

Rank #3 of 11

Category average (1Y)

+1.46%

Quartile Q2

Beats 73% of large cap funds on 1Y return.

Risk Analysis

  • Std Deviation (1Y)13.04%Moderate
  • Max Drawdown (1Y)-13.81%Moderate
  • Sharpe Ratio (1Y)-0.23Poor
  • Sortino Ratio (1Y)-0.24Poor

💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.

Calendar Year Returns

+8.81%
2025
-5.34%
2026

🚨 Things to Watch

📊 SIP Calculator — SBI Large Cap FUND-DIRECT PLAN -GROWTH

Estimated corpus

₹4.28 L

Total invested
₹3.00 L
Estimated gain
₹1.28 L (+43%)
▮ Invested▮ Gains

How it stacks up vs alternatives

  • Fixed Deposit (7%)₹3.60 L
  • Category average (14.8%)₹4.46 L
  • This fund (13.34%)₹4.28 L

⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.

▶Show Advanced Analysis

📈 Risk vs Return

Return 3.5% · Risk (std dev) 13.0%

SweetGrowthSlowAvoidLow riskHigh risk

Safe but slow

Stable but modest returns — suits capital preservation.

Sharpe ratio of -0.23 confirms poor risk-adjusted returns.

🛡️ Downside Protection

If the broader market falls 20%, this fund is expected to fall about 18.4%.

Based on 1Y max drawdown of -13.8% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.92× market. Average protection.

⚠️ Estimate, not a guarantee. Actual market falls vary.

Fund information

Scheme category
Equity Scheme - Large Cap Fund
Lock-in
None
Plan
Direct
Option
Growth

Data freshness

  • NAV as of: 2026-10-22
  • Metrics calculated: 2026-10-23
  • Source: mfapi.in, AMFI India

NAV trend

See how a SIP grows in this fund

Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.

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