Rolling Returns Calculator

SBI Mutual Fund

SBI Large & Midcap Fund — rolling returns

Large & Mid Cap · NAV data as of

3,400 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,167 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 2 January 2013 to 15 October 2026

Average rolling return

16.69%

Windows computed

2,167

Median return

16.64%

Standard deviation

5.41%

Best 5-year window

31.19%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

0.51%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,167 of 2,167)
Above 8%
92.9% (2,014 of 2,167)
Above 12%
83.0% (1,799 of 2,167)
Above 15%
64.4% (1,396 of 2,167)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,167 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for SBI Large & Midcap Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average19.34%17.19%16.69%16.02%16.78%
Median13.81%17.86%16.64%16.07%16.77%
Minimum-28.74%-4.79%0.51%10.31%13.58%
Maximum88.75%36.07%31.19%19.38%20.08%
Std deviation20.02%7.13%5.41%1.74%1.47%
Consistency
Above 0%89.44%98.04%100.00%100.00%100.00%
Above 8%67.72%89.54%92.94%100.00%100.00%
Above 12%54.66%78.30%83.02%97.25%100.00%
Above 15%47.27%66.34%64.42%78.62%89.92%
Coverage
Windows computed3,1542,6592,1671,670933

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.81% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 2 January 2013. The 1,644 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for SBI LARGE & MIDCAP FUND, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average16.69%15.89%
Best window31.19%from 24 Mar 202030.13%from 24 Mar 2020
Worst window0.51%from 6 Apr 2015-0.12%from 6 Apr 2015
Windows computed2,1672,167

Common questions about SBI Large & Midcap Fund

What is the 5-year rolling return of SBI Large & Midcap Fund?
Across 2,167 overlapping 5-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of SBI Large & Midcap Fund returned an average of 16.69% a year, with a median of 16.64%. The best 5-year stretch returned 31.19% a year and the worst returned 0.51%.
Has SBI Large & Midcap Fund ever lost money over 5 years?
No. Every one of the 2,167 5-year holding periods in this fund's history ended in profit. The weakest returned 0.51% a year, for someone who invested on 6 April 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of SBI Large & Midcap Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 16.69% a year on the Direct plan against 15.89% on the Regular plan, a difference of 0.81% a year.
What is the 1-year rolling return of SBI Large & Midcap Fund?
Across 3,154 overlapping 1-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of SBI Large & Midcap Fund returned an average of 19.34% a year, with a median of 13.81%. The best 1-year stretch returned 88.75% a year and the worst returned -28.74%.
What is the 3-year rolling return of SBI Large & Midcap Fund?
Across 2,659 overlapping 3-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of SBI Large & Midcap Fund returned an average of 17.19% a year, with a median of 17.86%. The best 3-year stretch returned 36.07% a year and the worst returned -4.79%.
What is the 7-year rolling return of SBI Large & Midcap Fund?
Across 1,670 overlapping 7-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of SBI Large & Midcap Fund returned an average of 16.02% a year, with a median of 16.07%. The best 7-year stretch returned 19.38% a year and the worst returned 10.31%.
What is the 10-year rolling return of SBI Large & Midcap Fund?
Across 933 overlapping 10-year holding periods between 2 January 2013 and 15 October 2026, the Direct plan of SBI Large & Midcap Fund returned an average of 16.78% a year, with a median of 16.77%. The best 10-year stretch returned 20.08% a year and the worst returned 13.58%.

Compare with other funds

Other Large & Mid Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.