mid capHigh risk

SBI LARGE & MIDCAP FUND - Direct Plan - IDCW

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From SBI Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹368.5426

▼ 0.85% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹5.8k gain · 5.8% / year

Invested 3 years ago

₹1.46 L

▲ ₹46.4k gain · 13.6% / year

Invested 5 years ago

₹1.95 L

▲ ₹94.7k gain · 14.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.8%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-39.62%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.77%

CAGR — 3 years13.56%

CAGR — 5 years14.26%

CAGR — since launch14.73%

Volatility — 1 year (annualised)12.88%

Volatility — 3 years (annualised)12.82%

Max drawdown — 1 year-12.52%

Max drawdown — 3 years-14.17%

Sharpe ratio — 1 year (rf=6%)-0.03

Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house: SBI Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF200K01UH9
ISIN (Div re-invest): INF200K01UI7
Fund code: 119720
First price on record: 2 Jan 2013 · 3,370 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.