SBI CPSE Bond Plus SDL September 2026 50:50 Index Fund Direct Growth

Scheme code: INF200KA13D5 NAV value: ₹ 12.8451 NAV date: 18 March, 2026 TER: 0.21%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	1.89	8.92	7.51	7.18	9.23
3 year	5.75	7.87	7.46	7.20	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	7.18
3 year	6.28	30.95	15.04	7.2
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
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	7.18
3 year	6.56	19.64	13.57	7.2
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	7.18
3 year	7.68	21.49	15.06	7.2
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	7.18
3 year	8.04	32.03	17.81	7.2
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,39,752 - Absolute Returns: ₹39,752 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,13,387 - Absolute Returns: ₹4,13,387 - CAGR: %

Max Drawdown

-3.39 %

Drawdown Duration

2 months

Recovery Time

5 months

Avg Drawdown

-0.25 %

1 Y

2.1151

3 Y

2.121

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.65	0.01	6.0	-4.0	7.12 %	4.00 %
3 years	0.92	0.01	6.2	-4.5	7.46 %	11.28 %
5 years	-1.36	0.02	5.3	-2.7	5.14 %	6.48 %
7 years	-2.82	0.02	5.3	-2.7	3.65 %	4.59 %
10 years	-3.91	0.02	5.3	-2.7	2.54 %	3.19 %
12 years	-4.33	0.02	5.3	-2.7	2.11 %	2.65 %
15 years	-4.74	0.02	5.3	-2.7	1.69 %	2.11 %