SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Saurabh Pant, Mohit Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.77% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹21270 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.1% |
Lock In | No Lock-in |
TurnOver | 52% |
Size breakup
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 4.6% | 4.6% |
6 Month Returns | 22.07% | 22.07% |
1 Year Returns | 36.24% | 36.24% |
3 Years Returns | 91.46% | 24.17% |
5 Years Returns | 149.76% | 20.09% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | -6.32 | 2.11 | 0.29 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.94 | 0.88 | 0.96 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 2.3 | 1.25 | 0.74 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 10.37 | 12.56 | 19.64 |