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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Saurabh Pant

20 Jun 25 | 12:00 AM

273.45 2.14 (0.79%)

  • Outperforms

    5.27%

    Return (1Y)

    beaten by 1.13%

  • Less Volatile

    0.83%

    Standard Deviation (1Y)

    Lower than by -0.30%

  • Not so consistent

    6/12

    Months

    Has beaten

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9SBI Large & Midcap Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Large & Midcap Fund (IDCW), has Beaten its benchmark, by 1.13% (CAGR difference)

5.27%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.94.004.104.204.304.404.504.604.704.804.905.005.105.205.305.40
JavaScript chart by amCharts 3.20.9SBI Large & Midcap Fund (IDCW) Equity - Diversified

Risk

In last 1 year , the volatility of SBI Large & Midcap Fund (IDCW),is Lower than its benchmark, by -0.30%

0.83%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.820.840.860.880.900.920.940.960.981.001.021.041.061.081.101.121.141.16
JavaScript chart by amCharts 3.20.9SBI Large & Midcap Fund (IDCW) Equity - Diversified

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-10-50510
JavaScript chart by amCharts 3.20.9SBI Large & Midcap Fund (IDCW)
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 24 Stocks beating the benchmark 51 Stocks not beating the benchmark

View Stock Composition