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MF_119716

SBI MIDCAP FUND - DIRECT PLAN - GROWTH

Equity Scheme - Mid Cap Fund

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End Amount
₹89,173.55
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.14%
MF_119716 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
11.72%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.96
Volatility vs Benchmark
Sharpe Ratio
0.68
Risk-Adjusted Return
Sortino Ratio
0.99
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 58% 44% 30%
60 days 58% 31% 17%
90 days 61% 25% 14%
180 days 66% 19% 11%
1Yr 71% 16% 9%
3Yr 73% 11% 7%
5Yr 70% 7% 2%
7Yr 100% 4% 0%
10Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI MIDCAP FUND - DIRECT PLAN - GROWTH Nifty 50
30 days -43.4% | -66.6% | 25.2% | 240.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -46.1% | -52.2% | 23.0% | 165.0% -23.0% | -45.3% | 16.7% | 120.0%
90 days -35.4% | -41.9% | 20.9% | 148.9% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -5.0% | -16.9% | 15.5% | 90.6% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 8.8% | -4.3% | 19.3% | 41.4% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.9% | 2.4% | 16.8% | 31.7% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 18.7% | 13.0% | 17.1% | 21.0% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 12.8% | 13.8% | 17.5% | 23.3% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2013 Nov. 20, 2013 321 days 20% Nifty 50: 11% 10107 8039 10108
July 4, 2014 Aug. 15, 2014 42 days 5% Nifty 50: 4% 15605 14808 15697
Dec. 5, 2014 Dec. 31, 2014 26 days 6% Nifty 50: 6% 19146 18005 19409
April 13, 2015 July 2, 2015 80 days 9% Nifty 50: 10% 21658 19709 21831
Aug. 5, 2015 May 7, 2016 276 days 16% Nifty 50: 18% 22788 19172 22817
Nov. 1, 2016 March 29, 2017 148 days 13% Nifty 50: 8% 26841 23232 27001
May 16, 2017 June 14, 2017 29 days 6% Nifty 50: 2% 28690 27087 28725
July 13, 2017 Sept. 12, 2017 61 days 6% Nifty 50: 2% 29163 27493 29205
Sept. 19, 2017 Oct. 31, 2017 42 days 5% Nifty 50: 4% 29591 28035 29698
Jan. 9, 2018 Nov. 28, 2020 1054 days 43% Nifty 50: 26% 33155 18881 33483
March 4, 2021 April 8, 2021 35 days 6% Nifty 50: 5% 42292 39773 42507
Aug. 3, 2021 Aug. 31, 2021 28 days 5% Nifty 50: 0% 49421 46904 49618
Oct. 18, 2021 Nov. 4, 2021 17 days 6% Nifty 50: 4% 54734 51605 55429
Nov. 15, 2021 Jan. 8, 2022 54 days 8% Nifty 50: 8% 56136 51904 56444
Jan. 17, 2022 Aug. 30, 2022 225 days 17% Nifty 50: 16% 58061 48021 58454
Sept. 15, 2022 May 11, 2023 238 days 10% Nifty 50: 6% 60854 54616 60986
Sept. 11, 2023 Nov. 22, 2023 72 days 6% Nifty 50: 6% 72800 68322 72958
Feb. 23, 2024 March 28, 2024 34 days 5% Nifty 50: 2% 79879 75607 79920
Sept. 24, 2024 Oct. 30, 2026 766 days 18% Nifty 50: 15% 99756 81916 89174