SBI Large Cap Direct Plan-Growth
Benchmark: BSE 100 TRI · Inception: 01/01/2013 · NAV: ₹101.68 (22/05/2026)
AUM: ₹53468 Cr · Expense Ratio: 0.82% · Riskometer: Very High
4.0
★★★★☆
Strong Buy
Analyst Insight
SBI Large Cap carries an overall rating of 4.0/5 (Strong Buy), demonstrating strong performance within the Large Cap category. Its alpha of 0.30 underperformss the category average of 4.67, suggesting room for improvement in active management. The Sharpe ratio of 0.52 sits below the category mean of 4.17, while volatility (std dev 13.86%) is higher than peers (11.79%), indicating relatively higher volatility. With a 5-year CAGR of 12.02% and expense ratio of 0.82%, this fund presents a compelling long-term case for risk-tolerant investors.
ETM Rating
4/5
Risk Rating
1/5
Return Rating
3/5
Overall Rating
4.0/5
Alpha vs Cat
0.30 / 4.67
Sharpe vs Cat
0.52 / 4.17
Beta vs Cat
0.94 / 0.67
Std Dev vs Cat
13.86 / 11.79
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 0.62% |
| 3Y | 12.02% |
| 5Y | 12.02% |
| 10Y | 13.31% |
| Since Launch | 14.38% |
Risk & Return Scores
Sharpe Score2/5
Sortino Score2/5
SD Score4/5
ETM Risk Score3/5
ETM Return Score2/5
Portfolio Allocation
Large Cap 84.2% Mid Cap 12.5% Small Cap 3.3% Debt 0.8%
Strengths
- ✅ Strong ETM Rating 4/5
Watch Points
- ⚠️ Alpha 0.30 below category avg 4.67
- ⚠️ Higher volatility 13.86% vs peers 11.79%