Returns Performance

Lumpsum Returns Performance

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

-3.10%
Loss: -₹15,480
₹5,00,000 ₹4,84,520
1 Month
5.10%
Gain: +₹25,476
₹5,00,000 ₹5,25,476
3 Months
-1.75%
Loss: -₹8,767
₹5,00,000 ₹4,91,233
6 Months
24.13%
Gain: +₹1,20,654
₹5,00,000 ₹6,20,654
1 Year
35.60%
Gain: +₹7,45,544
₹5,00,000 ₹12,45,544
3 Years
24.51%
Gain: +₹9,97,158
₹5,00,000 ₹14,97,158
5 Years
20.49%
Gain: +₹13,45,092
₹5,00,000 ₹18,45,092
7 Years
15.46%
Gain: +₹16,05,711
₹5,00,000 ₹21,05,711
10 Years
10.61%
Gain: +₹17,69,959
₹5,00,000 ₹22,69,959
15 Years
10.13%
Gain: +₹16,36,034
₹5,00,000 ₹21,36,034
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.

34.24% XIRR
Gain: +₹2,25,209
₹3,60,000 ₹5,85,209
36 installments 3 Years
28.99% XIRR
Gain: +₹6,24,767
₹6,00,000 ₹12,24,767
60 installments 5 Years
20.42% XIRR
Gain: +₹23,23,933
₹12,00,000 ₹35,23,933
120 installments 10 Years
15.03% XIRR
Gain: +₹43,86,159
₹18,00,000 ₹61,86,159
180 installments 15 Years
14.98% XIRR
Gain: +₹43,86,226
₹18,10,000 ₹61,96,226
181 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
Other
Sub Category
FoF Domestic
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹42.7792
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

3643 data points
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