Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-3.88%
Loss: -₹19,386
₹5,00,000 ₹4,80,614
1 Month
-2.89%
Loss: -₹14,444
₹5,00,000 ₹4,85,556
3 Months
6.29%
Gain: +₹31,436
₹5,00,000 ₹5,31,436
6 Months
0.98%
Gain: +₹4,876
₹5,00,000 ₹5,04,876
1 Year
10.56%
Gain: +₹1,75,593
₹5,00,000 ₹6,75,593
3 Years
8.41%
Gain: +₹2,48,754
₹5,00,000 ₹7,48,754
5 Years
11.84%
Gain: +₹5,95,314
₹5,00,000 ₹10,95,314
7 Years
11.09%
Gain: +₹9,31,598
₹5,00,000 ₹14,31,598
10 Years
13.72%
Gain: +₹29,42,241
₹5,00,000 ₹34,42,241
15 Years
11.60%
Gain: +₹42,45,697
₹5,00,000 ₹47,45,697
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

5.75% XIRR
Gain: +₹32,862
₹3,60,000 ₹3,92,862
36 installments 3 Years
8.82% XIRR
Gain: +₹1,49,269
₹6,00,000 ₹7,49,269
60 installments 5 Years
11.12% XIRR
Gain: +₹9,37,975
₹12,00,000 ₹21,37,975
120 installments 10 Years
12.36% XIRR
Gain: +₹31,09,274
₹18,00,000 ₹49,09,274
180 installments 15 Years
12.14% XIRR
Gain: +₹75,18,043
₹24,60,000 ₹99,78,043
246 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
SBI Mutual Fund
Benchmark
—
Category
Hybrid
Sub Category
Aggressive Hybrid Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹304.2941
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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