Returns Performance

Lumpsum Returns Performance

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

-6.27%
Loss: -₹31,345
₹5,00,000 ₹4,68,655
1 Month
-6.72%
Loss: -₹33,607
₹5,00,000 ₹4,66,393
3 Months
1.74%
Gain: +₹8,686
₹5,00,000 ₹5,08,686
6 Months
-6.70%
Loss: -₹33,511
₹5,00,000 ₹4,66,489
1 Year
5.60%
Gain: +₹88,677
₹5,00,000 ₹5,88,677
3 Years
6.82%
Gain: +₹1,95,397
₹5,00,000 ₹6,95,397
5 Years
12.61%
Gain: +₹6,48,911
₹5,00,000 ₹11,48,911
7 Years
—
Insufficient history
10 Years
—
Insufficient history
15 Years
11.30%
Gain: +₹6,18,239
₹5,00,000 ₹11,18,239
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.

-2.23% XIRR
Loss: -₹12,227
₹3,60,000 ₹3,47,773
36 installments 3 Years
4.64% XIRR
Gain: +₹74,755
₹6,00,000 ₹6,74,755
60 installments 5 Years
—
Insufficient NAV history
10 Years
—
Insufficient NAV history
15 Years
9.45% XIRR
Gain: +₹3,93,249
₹9,10,000 ₹13,03,249
91 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
Equity
Sub Category
Sectoral/ Thematic
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹22.2420
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

1861 data points
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