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MF_134643

SBI Equity Savings Fund - Direct Plan - Growth

Hybrid Scheme - Equity Savings

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End Amount
₹27,373.45
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.22%
MF_134643 Return
Benchmark CAGR
10.90%
Nifty 50
Inflation Adj. CAGR
4.33%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.40
Volatility vs Benchmark
Sharpe Ratio
0.45
Risk-Adjusted Return
Sortino Ratio
0.63
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 45% 18% 41%
60 days 41% 16% 25%
90 days 41% 13% 20%
180 days 39% 9% 13%
1Yr 33% 5% 8%
3Yr 10% 1% 5%
5Yr 6% 1% 5%
7Yr 0% 0% 4%
10Yr 0% 0% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI Equity Savings Fund - Direct Plan - Growth Nifty 50
30 days 0.9% | -32.3% | 11.3% | 63.6% 26.6% | -62.5% | 14.3% | 178.4%
60 days -4.5% | -25.3% | 10.7% | 50.9% -23.0% | -48.0% | 16.5% | 120.2%
90 days -4.2% | -18.7% | 9.7% | 46.5% -25.0% | -40.7% | 15.0% | 107.5%
1 Year 1.4% | -1.7% | 9.3% | 27.9% -10.0% | -13.2% | 12.1% | 57.6%
3 Years 7.9% | 3.4% | 10.2% | 14.1% 7.7% | 2.1% | 14.3% | 25.2%
5 Years 7.9% | 7.1% | 9.9% | 14.1% 6.4% | 6.2% | 14.8% | 22.4%
7 Years 9.5% | 8.8% | 10.0% | 10.8% 11.2% | 11.2% | 14.0% | 16.1%
10 Years 8.9% | 8.9% | 9.9% | 10.3% 11.7% | 11.4% | 13.2% | 15.1%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 24, 2016 Feb. 3, 2017 102 days 5% Nifty 50: 9% 11693 11069 11694
Aug. 28, 2018 March 15, 2019 199 days 6% Nifty 50: 14% 13659 12792 13666
Feb. 12, 2020 Aug. 28, 2020 198 days 19% Nifty 50: 37% 14941 12034 14978
Jan. 17, 2022 Sept. 7, 2022 233 days 7% Nifty 50: 16% 19204 17844 19206
Dec. 11, 2024 May 10, 2025 150 days 6% Nifty 50: 10% 25922 24268 25924