Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_119718

SBI Flexicap Fund - DIRECT PLAN - Growth Option

Equity Scheme - Flexi Cap Fund

Back to Home
End Amount
₹61,215.11
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.01%
MF_119718 Return
Benchmark CAGR
11.59%
Nifty 50
Inflation Adj. CAGR
8.74%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.97
Volatility vs Benchmark
Sharpe Ratio
0.55
Risk-Adjusted Return
Sortino Ratio
0.81
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 57% 19% 18%
60 days 59% 13% 11%
90 days 62% 11% 9%
180 days 65% 8% 6%
1Yr 64% 7% 4%
3Yr 65% 4% 1%
5Yr 70% 3% 1%
7Yr 64% 2% 0%
10Yr 95% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI Flexicap Fund - DIRECT PLAN - Growth Option Nifty 50
30 days -20.0% | -62.8% | 19.7% | 191.9% 26.6% | -61.9% | 14.2% | 180.7%
60 days -33.0% | -46.8% | 20.1% | 134.0% -23.0% | -45.3% | 16.8% | 120.0%
90 days -22.1% | -40.2% | 17.5% | 121.3% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -7.8% | -9.8% | 13.3% | 65.3% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 8.2% | 1.3% | 15.3% | 28.8% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 6.6% | 6.2% | 15.4% | 23.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 11.6% | 11.9% | 14.3% | 18.7% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.4% | 11.9% | 15.0% | 18.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 17 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 18, 2013 Dec. 5, 2013 321 days 17% Nifty 50: 12% 10063 8400 10120
July 4, 2014 July 23, 2014 19 days 5% Nifty 50: 4% 13804 13054 13881
Dec. 4, 2014 Jan. 2, 2015 29 days 7% Nifty 50: 6% 16519 15441 16530
March 3, 2015 April 8, 2015 36 days 6% Nifty 50: 7% 17742 16715 17797
April 13, 2015 July 31, 2015 109 days 9% Nifty 50: 10% 18101 16414 18245
Aug. 10, 2015 May 28, 2016 292 days 16% Nifty 50: 18% 18380 15473 18460
Oct. 25, 2016 Feb. 3, 2017 101 days 12% Nifty 50: 9% 20977 18528 20994
Jan. 23, 2018 Aug. 31, 2018 220 days 9% Nifty 50: 9% 27409 24827 27435
Aug. 31, 2018 May 24, 2019 266 days 15% Nifty 50: 14% 27435 23269 27814
June 3, 2019 Nov. 7, 2019 157 days 9% Nifty 50: 11% 28368 25706 28387
Jan. 24, 2020 Nov. 14, 2020 295 days 36% Nifty 50: 38% 29557 18975 29906
Jan. 13, 2021 Feb. 2, 2021 20 days 5% Nifty 50: 6% 34735 32877 35079
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 36802 34466 37041
Oct. 18, 2021 May 13, 2023 572 days 17% Nifty 50: 16% 45486 37933 45604
Sept. 11, 2023 Nov. 29, 2023 79 days 6% Nifty 50: 6% 50818 47869 51105
Sept. 26, 2024 Jan. 2, 2026 463 days 16% Nifty 50: 15% 67368 56566 67380
Jan. 2, 2026 Oct. 30, 2026 301 days 15% Nifty 50: 15% 67380 57476 61215