SBI LARGE and Mid Cap Fund Direct Growth

Scheme code: INF200K01UJ5 NAV value: ₹ 635.9808 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 15.42 45.89 33.45 40.82
3 year 16.31 27.14 21.88 21.77
5 year 17.82 26.41 21.68 21.84
7 year 15.87 19.19 17.51 16.9

Rolling return for 1 year

Average return: 33.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.25 31.31 40.74 25.26 5.57 32.89 11-2023 11-2024
37.98 39.53 45.89 31.96 4.96 38.84 10-2023 10-2024
35.85 36.43 40.67 31.76 3.16 36.18 09-2023 09-2024
33.54 36.91 39.99 30.61 3.52 35.26 08-2023 08-2024
37.25 36.76 42.26 31.95 3.65 37.05 07-2023 07-2024
27.91 36.08 41.79 22.76 7.32 32.14 06-2023 06-2024
31.71 33.37 38.61 26.73 4.24 32.6 05-2023 05-2024
36.09 35.56 40.2 31.58 3.05 35.86 04-2023 04-2024
33.99 33.36 39.1 28.46 3.77 33.73 03-2023 03-2024
33.51 34.35 37.06 30.87 2.21 33.95 02-2023 02-2024
29.87 29.88 34.41 25.49 3.15 29.91 01-2023 01-2024
22.95 22.9 30.91 15.42 5.48 23.04 12-2022 12-2023

Rolling return for 3 year

Average return: 21.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.8 18.16 20.68 16.31 1.56 18.49 11-2021 11-2024
19.63 19.61 21.88 17.4 1.58 19.63 10-2021 10-2024
21.78 21.74 23.2 20.34 1.01 21.76 09-2021 09-2024
21.59 21.89 23.52 19.99 1.25 21.75 08-2021 08-2024
22.01 22.1 23.48 20.65 1 22.06 07-2021 07-2024
19.36 21.74 23.53 17.63 2.25 20.56 06-2021 06-2024
22.4 20.85 24.5 18.81 2.09 21.64 05-2021 05-2024
24.11 23.35 25.35 22.14 1.17 23.74 04-2021 04-2024
22.15 21.41 23.68 19.9 1.36 21.79 03-2021 03-2024
23.83 22 24.91 20.94 1.55 22.92 02-2021 02-2024
23.91 23.13 25.33 21.72 1.31 23.52 01-2021 01-2024
24.51 24.76 27.14 22.18 1.76 24.65 12-2020 12-2023

Rolling return for 5 year

Average return: 21.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.03 22.78 23.19 21.62 0.62 22.4 11-2019 11-2024
23.98 23.84 25.37 22.46 1.03 23.91 10-2019 10-2024
25.53 24.14 26.41 23.28 1.21 24.84 09-2019 09-2024
24.69 24.89 25.87 23.72 0.76 24.79 08-2019 08-2024
23.65 22.85 24.54 21.97 0.95 23.25 07-2019 07-2024
20.19 21.72 22.7 19.24 1.34 20.96 06-2019 06-2024
20.81 20.28 22.05 19.06 1.07 20.55 05-2019 05-2024
19.62 19.88 20.34 19.17 0.42 19.75 04-2019 04-2024
20.14 19.36 21.05 18.47 0.95 19.76 03-2019 03-2024
21.16 20.7 21.8 20.07 0.63 20.93 02-2019 02-2024
19.98 19.84 20.81 19.02 0.63 19.91 01-2019 01-2024
19.03 19.31 20.53 17.82 0.96 19.17 12-2018 12-2023

Rolling return for 7 year

Average return: 17.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.62 16.65 17.41 15.87 0.54 16.64 11-2017 11-2024
17.81 17.72 18.75 16.79 0.69 17.77 10-2017 10-2024
18.6 18.3 19.19 17.72 0.53 18.45 09-2017 09-2024
18.06 18.14 18.86 17.35 0.53 18.1 08-2017 08-2024
17.92 18.06 18.53 17.45 0.39 17.99 07-2017 07-2024
16.39 17.74 18.11 16.02 0.88 17.06 06-2017 06-2024
16.81 16.95 17.66 16.1 0.55 16.88 05-2017 05-2024
16.76 16.89 17.26 16.4 0.31 16.83 04-2017 04-2024
16.79 16.81 17.41 16.19 0.43 16.8 03-2017 03-2024
17.61 17.43 18.06 16.99 0.38 17.52 02-2017 02-2024
18.22 17.77 18.8 17.2 0.59 18 01-2017 01-2024
18.06 18 19.13 16.95 0.77 18.04 12-2016 12-2023