Returns Performance

Lumpsum Returns Performance

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

-5.13%
Loss: -₹25,657
₹5,00,000 ₹4,74,343
1 Month
-0.55%
Loss: -₹2,772
₹5,00,000 ₹4,97,228
3 Months
17.92%
Gain: +₹89,621
₹5,00,000 ₹5,89,621
6 Months
4.62%
Gain: +₹23,096
₹5,00,000 ₹5,23,096
1 Year
9.74%
Gain: +₹1,60,562
₹5,00,000 ₹6,60,562
3 Years
12.08%
Gain: +₹3,84,649
₹5,00,000 ₹8,84,649
5 Years
19.32%
Gain: +₹12,23,705
₹5,00,000 ₹17,23,705
7 Years
16.75%
Gain: +₹18,52,257
₹5,00,000 ₹23,52,257
10 Years
—
Insufficient history
15 Years
22.52%
Gain: +₹63,35,080
₹5,00,000 ₹68,35,080
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.

5.63% XIRR
Gain: +₹32,105
₹3,60,000 ₹3,92,105
36 installments 3 Years
10.48% XIRR
Gain: +₹1,81,048
₹6,00,000 ₹7,81,048
60 installments 5 Years
16.29% XIRR
Gain: +₹16,19,497
₹12,00,000 ₹28,19,497
120 installments 10 Years
—
Insufficient NAV history
15 Years
17.95% XIRR
Gain: +₹38,53,673
₹15,50,000 ₹54,03,673
155 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
Small Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹178.0470
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

3177 data points
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