Returns Performance

Lumpsum Returns Performance

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

-3.77%
Loss: -₹18,869
₹5,00,000 ₹4,81,131
1 Month
-6.63%
Loss: -₹33,137
₹5,00,000 ₹4,66,863
3 Months
7.90%
Gain: +₹39,489
₹5,00,000 ₹5,39,489
6 Months
-0.38%
Loss: -₹1,917
₹5,00,000 ₹4,98,083
1 Year
10.71%
Gain: +₹1,78,337
₹5,00,000 ₹6,78,337
3 Years
14.34%
Gain: +₹4,77,661
₹5,00,000 ₹9,77,661
5 Years
17.85%
Gain: +₹10,79,616
₹5,00,000 ₹15,79,616
7 Years
13.96%
Gain: +₹13,47,373
₹5,00,000 ₹18,47,373
10 Years
12.50%
Gain: +₹24,27,928
₹5,00,000 ₹29,27,928
15 Years
8.42%
Gain: +₹18,68,986
₹5,00,000 ₹23,68,986
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.

0.87% XIRR
Gain: +₹4,868
₹3,60,000 ₹3,64,868
36 installments 3 Years
11.17% XIRR
Gain: +₹1,94,406
₹6,00,000 ₹7,94,406
60 installments 5 Years
15.46% XIRR
Gain: +₹14,97,433
₹12,00,000 ₹26,97,433
120 installments 10 Years
14.60% XIRR
Gain: +₹41,56,827
₹18,00,000 ₹59,56,827
180 installments 15 Years
12.58% XIRR
Gain: +₹57,11,589
₹21,70,000 ₹78,81,589
217 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)
₹47.9009
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

4421 data points
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