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 | 2% | 2% |
6 Month Returns | 21% | 21% |
1 Year Returns | 35.06% | 35.06% |
3 Years Returns | 87.74% | 23.36% |
5 Years Returns | 150.82% | 20.19% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | -5.7 | 2.18 | -0.02 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Large & Midcap Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.95 | 0.88 | 0.97 |
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 | 2.34 | 1.33 | 0.78 |
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 | 10.46 | 12.64 | 19.67 |