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SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Large Cap
High
₹53.70
Current NAV
25 Jun 2026
15.7%
1Y Return
10.7%
3Y CAGR
16.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹19,220 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
0.57
Beta
-2.83
Alpha
0.85
Sortino
Fund Details
Fund House SBI
Category Large Cap
AUM ₹19220 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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