SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth — Rolling Returns & Performance Analysis
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth (Direct Plan) is a Large & Mid Cap Fund from SBI Mutual Fund — a fund that splits investments between large-cap and mid-cap companies. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 119721).
Most sites show SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a large & mid cap fund.
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth rolling returns explained
Each point on the chart is SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth?
Rolling returns for SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth delivered more reliably regardless of when you invested.
What is the 5-year return of SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth's performance calculated?
Returns are computed from SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.