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MF_119843

SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH

Hybrid Scheme - Multi Asset Allocation

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End Amount
₹45,979.87
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.85%
MF_119843 Return
Benchmark CAGR
12.10%
Nifty 50
Inflation Adj. CAGR
6.70%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.31
Volatility vs Benchmark
Sharpe Ratio
0.87
Risk-Adjusted Return
Sortino Ratio
1.43
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 48% 25% 48%
60 days 47% 19% 30%
90 days 48% 16% 24%
180 days 50% 12% 16%
1Yr 50% 9% 11%
3Yr 45% 3% 4%
5Yr 24% 3% 3%
7Yr 22% 1% 2%
10Yr 12% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH Nifty 50
30 days -27.0% | -28.6% | 12.5% | 74.2% 26.6% | -61.9% | 15.1% | 181.1%
60 days -27.7% | -18.7% | 11.8% | 54.8% -23.0% | -45.6% | 17.1% | 120.2%
90 days -18.2% | -14.4% | 11.4% | 45.6% -25.0% | -38.0% | 15.6% | 102.8%
1 Year 2.0% | 1.8% | 11.7% | 29.3% -10.0% | -14.9% | 12.4% | 55.9%
3 Years 13.7% | 6.5% | 12.8% | 19.3% 7.7% | 3.3% | 13.5% | 24.0%
5 Years 12.3% | 7.9% | 10.6% | 16.4% 6.4% | 4.7% | 13.7% | 21.7%
7 Years 12.9% | 9.3% | 11.1% | 15.1% 11.2% | 8.2% | 13.5% | 15.7%
10 Years 11.5% | 10.8% | 12.2% | 13.1% 11.7% | 11.3% | 13.4% | 15.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 20, 2020 June 23, 2020 124 days 18% Nifty 50: 37% 20119 16580 20200
April 11, 2022 Aug. 13, 2022 124 days 8% Nifty 50: 13% 26472 24478 26659
Sept. 26, 2024 April 24, 2025 210 days 6% Nifty 50: 15% 40482 37972 40501
Jan. 29, 2026 Oct. 30, 2026 274 days 9% Nifty 50: 12% 48827 44634 45980