Morningstar® Fund Report™

Overview
Chart
Analyst Research
Performance
Risk and Rating
Portfolio
Management
Fees
Filings
Print 
PDF 
Methodology
Glossary 
SBI Large & Midcap Fund Regular Payout Inc Dist cum Cap Wdrl
Growth Of 10000 (INR) 30/04/2024
Fund:  SBI Large & Midcap Fund Regular Payout Inc Dist cum Cap Wdrl
Category:  Large & Mid-Cap
Index:  S&P BSE 200 India TR INR
Advanced Graph
Annual Returns30/04/2024
 20172018201920202021202220232024
Total Return40.46-5.256.8215.7739.357.2726.797.04
+/- Category0.652.22-1.85-0.101.544.95-2.49-2.03
+/- Index5.49-6.07-3.56-2.1510.231.602.31-0.74
 % Rank (Rel to Cat)8737644441227473
Trailing Returns16/05/2024
    Total Returns   +/- Category   +/- Index
1 Day0.80   -0.13-0.14
1 Week2.96   -0.380.09
1 Month2.92   -0.800.40
3 Months3.35   -1.51-0.58
6 Months17.44   -2.47-1.79
YTD7.23   -2.55-0.50
1 Year32.18   -7.99-1.55
3 Years Annualised21.85   -0.182.56
5 Years Annualised20.49   0.341.81
10 Years Annualised17.09   0.422.00
 
Quarterly Returns30/04/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20242.60---
2023-2.6512.235.2610.26
2022-0.58-8.6915.921.93
20219.0714.777.263.78
2020-28.0419.579.2923.10
20194.000.55-2.284.54