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MF_119609

SBI AGGRESIVE HYBRID FUND - DIRECT PLAN - Growth

Hybrid Schemes - Aggressive Hybrid Fund

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End Amount
₹59,551.37
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.77%
MF_119609 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
8.50%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.69
Volatility vs Benchmark
Sharpe Ratio
0.66
Risk-Adjusted Return
Sortino Ratio
1.01
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 16% 29%
60 days 53% 12% 16%
90 days 53% 11% 12%
180 days 57% 8% 8%
1Yr 55% 7% 4%
3Yr 49% 4% 2%
5Yr 41% 3% 1%
7Yr 52% 2% 1%
10Yr 81% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI AGGRESIVE HYBRID FUND - DIRECT PLAN - Growth Nifty 50
30 days -4.1% | -48.1% | 18.5% | 127.8% 26.6% | -61.9% | 14.2% | 180.7%
60 days -22.8% | -34.7% | 18.3% | 87.3% -23.0% | -45.3% | 16.7% | 120.0%
90 days -19.4% | -27.4% | 16.1% | 80.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -1.5% | -3.9% | 13.1% | 49.7% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.9% | 5.6% | 13.9% | 23.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 8.9% | 7.5% | 14.0% | 19.6% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 12.2% | 11.6% | 13.5% | 16.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.7% | 11.8% | 13.6% | 16.1% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 15, 2013 May 15, 2013 120 days 7% Nifty 50: 9% 10195 9448 10204
May 20, 2013 Oct. 29, 2013 162 days 10% Nifty 50: 13% 10312 9257 10384
April 13, 2015 Aug. 4, 2015 113 days 6% Nifty 50: 10% 17488 16368 17526
Aug. 5, 2015 May 31, 2016 300 days 10% Nifty 50: 18% 17652 15808 17656
Oct. 24, 2016 March 16, 2017 143 days 9% Nifty 50: 9% 19675 17845 19681
Jan. 23, 2018 Aug. 4, 2018 193 days 8% Nifty 50: 9% 24110 22290 24135
Aug. 31, 2018 March 12, 2019 193 days 10% Nifty 50: 14% 24378 22059 24412
June 3, 2019 Sept. 21, 2019 110 days 6% Nifty 50: 11% 25996 24511 26109
Feb. 19, 2020 Nov. 11, 2020 266 days 27% Nifty 50: 37% 28154 20415 28238
Jan. 14, 2021 Feb. 3, 2021 20 days 5% Nifty 50: 7% 32015 30372 32168
Oct. 18, 2021 Nov. 5, 2022 383 days 13% Nifty 50: 16% 39955 34899 39983
Dec. 1, 2022 June 2, 2023 183 days 8% Nifty 50: 10% 40464 37266 40485
Sept. 26, 2024 May 10, 2025 226 days 9% Nifty 50: 15% 56190 51221 56748
Jan. 2, 2026 May 27, 2026 145 days 10% Nifty 50: 15% 60855 54836 60957
Aug. 3, 2026 Oct. 30, 2026 88 days 7% Nifty 50: 10% 62803 58243 59551