Morningstar® Fund Report™

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SBI Large & Midcap Fund Regular Payout Inc Dist cum Cap Wdrl
 
Morningstar Rating™ (Relative to Category)30/04/2024
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAbove Average3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
Category:  Large & Mid-CapClick here to see our Methodology
Volatility Measurements30/04/2024
 
Volatility12.63 %
3-Yr Mean Return23.54 %
 
Sharpe Ratio1.26
 
Modern Portfolio Statistics-
 Standard IndexBest Fit Index
 S&P BSE 200 India TR INR
R-Squared78.02-
3-Yr Beta0.84-
3-Yr Alpha4.54-
 
Return/Risk Analysis30/04/2024
Risk Measurement1 Year3 Years5 Years
Standard Deviation10.4612.6319.66
 
 
Sharpe Ratio2.251.260.76
Sortino Ratio---
 
 
Positive Months112845
Negative Months1815
Worst Month-3.43-5.57-28.10