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MF_149882

SBI Multicap Fund- Direct Plan- Growth option

Equity Scheme - Multi Cap Fund

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End Amount
₹16,561.62
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.51%
MF_149882 Return
Benchmark CAGR
8.55%
Nifty 50
Inflation Adj. CAGR
6.88%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.92
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.78
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 60% 24% 23%
60 days 64% 16% 14%
90 days 66% 13% 11%
180 days 67% 10% 7%
1Yr 73% 7% 3%
3Yr 100% 5% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period SBI Multicap Fund- Direct Plan- Growth option Nifty 50
30 days -32.3% | -55.9% | 12.8% | 166.7% 26.6% | -58.1% | 9.3% | 160.7%
60 days -37.4% | -40.5% | 14.3% | 99.5% -23.0% | -41.3% | 8.1% | 95.1%
90 days -26.0% | -32.8% | 14.6% | 72.2% -25.0% | -32.8% | 12.5% | 61.8%
1 Year -6.8% | -3.2% | 12.8% | 40.0% -10.0% | -7.0% | 10.3% | 31.0%
3 Years 11.8% | 11.4% | 17.2% | 22.7% 7.7% | 6.2% | 13.0% | 18.4%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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
April 5, 2022 July 29, 2022 115 days 13% Nifty 50: 14% 10273 8973 10286
Sept. 14, 2022 June 6, 2023 265 days 12% Nifty 50: 7% 11047 9761 11099
Sept. 27, 2024 June 28, 2025 274 days 15% Nifty 50: 15% 17405 14840 17428
July 23, 2025 Aug. 20, 2026 393 days 15% Nifty 50: 11% 17865 15165 17865
Aug. 26, 2026 Oct. 30, 2026 65 days 11% Nifty 50: 8% 17992 15992 16562