SBI COMMA Fund Direct Growth

Scheme code: INF200K01SB6 NAV value: ₹ 116.4286 NAV date: 19 March, 2026 TER: 1.62%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-26.78	115.73	12.91	19.11	13.63
3 year	-8.09	35.54	17.16	16.48	18.78
5 year	2.01	30.80	16.80	16.57	15.46
7 year	5.99	20.91	16.17	15.75	13.55
10 year	12.74	19.78	16.21	16.31	14.92
12 year	13.76	18.29	16.86	16.43	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.11
3 year	6.28	30.95	15.04	16.48
5 year	8.38	26.02	14.22	16.57
7 year	10.18	15.62	12.93	15.75
10 year	11.42	12.93	12.18	16.31
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.11
3 year	6.56	19.64	13.57	16.48
5 year	9.22	12.29	10.75	16.57

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.11
3 year	7.68	21.49	15.06	16.48
5 year	10.37	13.5	11.93	16.57

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.11
3 year	8.04	32.03	17.81	16.48
5 year	8.18	28.64	15.34	16.57
7 year	10.64	16.42	13.77	15.75
10 year	12.56	14.06	13.31	16.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,92,404 - Absolute Returns: ₹92,404 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,13,252 - Absolute Returns: ₹10,13,252 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,74,915 - Absolute Returns: ₹30,74,915 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,55,67,368 - Absolute Returns: ₹71,67,368 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,90,08,095 - Absolute Returns: ₹1,70,08,095 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,12,16,525 - Absolute Returns: ₹2,68,16,525 - CAGR: %

Drawdown Metrics

Max Drawdown

-40.75 %

Drawdown Duration

27 months

Recovery Time

8 months

Avg Drawdown

-9.64 %

Calmar Ratio by Duration

1 Y

0.4689

3 Y

0.4044

5 Y

0.4066

7 Y

0.3865

10 Y

0.4002

12 Y

0.4032

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	14.74	1.01	110.0	91.2	18.71 %	4.00 %
3 years	8.09	1.12	111.1	100.6	19.96 %	11.28 %
5 years	5.67	1.03	103.0	95.5	15.19 %	9.44 %
7 years	7.46	0.89	95.6	87.3	17.74 %	10.74 %
10 years	6.37	0.91	97.2	89.9	17.94 %	12.06 %
12 years	5.00	0.91	97.2	89.8	14.69 %	10.00 %
15 years	3.80	0.91	97.2	89.8	11.59 %	7.92 %