Income/Debt Oriented Schemes - Medium Term Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 44% | 29% | 56% |
| 60 days | 40% | 24% | 35% |
| 90 days | 40% | 21% | 28% |
| 180 days | 40% | 15% | 20% |
| 1Yr | 39% | 9% | 14% |
| 3Yr | 23% | 3% | 6% |
| 5Yr | 17% | 3% | 6% |
| 7Yr | 8% | 1% | 5% |
| 10Yr | 0% | 0% | 4% |
| Period | SBI MEDIUM TERM FUND - DIRECT PLAN - GROWTH | Nifty 50 |
|---|---|---|
| 30 days | -5.4% | -10.2% | 8.3% | 36.7% | 26.6% | -61.9% | 14.5% | 180.8% |
| 60 days | -2.4% | -4.6% | 8.4% | 27.3% | -23.0% | -45.4% | 16.9% | 120.1% |
| 90 days | 0.0% | -2.4% | 8.4% | 22.9% | -25.0% | -37.9% | 15.5% | 102.5% |
| 1 Year | 5.2% | 3.0% | 8.3% | 17.8% | -10.0% | -14.9% | 12.3% | 55.8% |
| 3 Years | 7.4% | 5.6% | 9.3% | 13.4% | 7.7% | 3.4% | 13.4% | 24.0% |
| 5 Years | 6.6% | 6.6% | 8.3% | 11.2% | 6.4% | 4.9% | 13.7% | 21.6% |
| 7 Years | 7.3% | 7.6% | 8.7% | 11.4% | 11.2% | 8.2% | 13.4% | 15.7% |
| 10 Years | 7.9% | 8.1% | 8.8% | 9.8% | 11.7% | 11.3% | 13.3% | 15.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| May 17, 2013 | Jan. 14, 2014 | 242 days | 7% | Nifty 50: 14% | 10364 | 9592 | 10370 |