Returns Performance

Lumpsum Returns Performance

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

-4.90%
Loss: -₹24,486
₹5,00,000 ₹4,75,514
1 Month
-5.99%
Loss: -₹29,969
₹5,00,000 ₹4,70,031
3 Months
3.90%
Gain: +₹19,512
₹5,00,000 ₹5,19,512
6 Months
-3.53%
Loss: -₹17,644
₹5,00,000 ₹4,82,356
1 Year
7.42%
Gain: +₹1,19,673
₹5,00,000 ₹6,19,673
3 Years
7.62%
Gain: +₹2,21,957
₹5,00,000 ₹7,21,957
5 Years
12.19%
Gain: +₹6,19,228
₹5,00,000 ₹11,19,228
7 Years
10.47%
Gain: +₹8,53,251
₹5,00,000 ₹13,53,251
10 Years
13.88%
Gain: +₹30,15,274
₹5,00,000 ₹35,15,274
15 Years
10.74%
Gain: +₹35,48,670
₹5,00,000 ₹40,48,670
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.

1.20% XIRR
Gain: +₹6,707
₹3,60,000 ₹3,66,707
36 installments 3 Years
6.47% XIRR
Gain: +₹1,06,548
₹6,00,000 ₹7,06,548
60 installments 5 Years
10.65% XIRR
Gain: +₹8,85,881
₹12,00,000 ₹20,85,881
120 installments 10 Years
12.21% XIRR
Gain: +₹30,48,749
₹18,00,000 ₹48,48,749
180 installments 15 Years
11.98% XIRR
Gain: +₹73,13,672
₹24,60,000 ₹97,73,672
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
Equity
Sub Category
Large Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹88.5849
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
Related Funds Explore similar funds
Back
Scroll to Top