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MF_119727

SBI FOCUSED FUND - DIRECT PLAN -GROWTH

Equity Scheme - Focused Fund

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End Amount
₹70,310.63
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.14%
MF_119727 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
9.81%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.84
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.94
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 56% 30% 29%
60 days 60% 20% 18%
90 days 63% 16% 15%
180 days 67% 12% 11%
1Yr 69% 9% 5%
3Yr 84% 5% 1%
5Yr 93% 3% 1%
7Yr 100% 3% 0%
10Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI FOCUSED FUND - DIRECT PLAN -GROWTH Nifty 50
30 days -8.6% | -63.4% | 24.3% | 185.5% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.4% | -50.5% | 21.6% | 129.2% -23.0% | -45.3% | 16.7% | 120.0%
90 days -20.0% | -42.5% | 20.6% | 115.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year 4.0% | -8.4% | 15.3% | 66.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 14.9% | 7.0% | 16.6% | 28.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 9.8% | 9.3% | 17.2% | 23.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 15.4% | 13.7% | 16.2% | 19.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 14.7% | 14.2% | 16.2% | 19.2% 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. 4, 2013 May 10, 2014 491 days 24% Nifty 50: 11% 10095 7685 10111
Sept. 15, 2014 Nov. 14, 2014 60 days 6% Nifty 50: 4% 13815 13001 13824
March 3, 2015 April 8, 2015 36 days 5% Nifty 50: 7% 15457 14663 15482
April 13, 2015 Aug. 5, 2015 114 days 10% Nifty 50: 10% 15548 14057 15565
Aug. 19, 2015 May 28, 2016 283 days 14% Nifty 50: 18% 15848 13632 15858
Sept. 22, 2016 March 31, 2017 190 days 14% Nifty 50: 11% 17870 15346 17959
Jan. 19, 2018 Aug. 25, 2018 218 days 9% Nifty 50: 8% 23690 21512 23703
Aug. 31, 2018 March 29, 2019 210 days 15% Nifty 50: 14% 23953 20396 23992
June 3, 2019 Oct. 18, 2019 137 days 10% Nifty 50: 11% 25283 22738 25343
Feb. 20, 2020 Nov. 14, 2020 268 days 33% Nifty 50: 37% 27982 18821 28001
Jan. 8, 2021 Feb. 3, 2021 26 days 5% Nifty 50: 5% 31352 29749 31495
Nov. 15, 2021 July 20, 2023 612 days 22% Nifty 50: 15% 45837 35542 45904
Sept. 26, 2024 June 5, 2025 252 days 12% Nifty 50: 15% 62710 55445 62712
Jan. 6, 2026 April 22, 2026 106 days 13% Nifty 50: 15% 70089 61072 70220
Aug. 27, 2026 Oct. 30, 2026 64 days 8% Nifty 50: 8% 74903 68627 70311