SBI Equity Hybrid Fund Direct Growth
Scheme code: INF200K01RY0
NAV value:
₹ 319.4845
NAV date: 19 March, 2026
TER: 0.71%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -16.91 | 59.70 | 13.54 | 16.28 | 11.16 |
| 3 year | 1.52 | 26.61 | 14.02 | 14.27 | 16.89 |
| 5 year | 4.02 | 21.33 | 14.17 | 14.06 | 14.46 |
| 7 year | 11.06 | 17.42 | 13.58 | 13.66 | 12.61 |
| 10 year | 11.54 | 16.47 | 14.23 | 14.14 | 13.61 |
| 12 year | 14.34 | 16.53 | 15.48 | 15.49 | 14.62 |
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,589 - Absolute Returns: ₹82,589 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,92,711 - Absolute Returns: ₹7,92,711 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,11,879 - Absolute Returns: ₹24,11,879 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,93,221 - Absolute Returns: ₹51,93,221 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,43,05,910 - Absolute Returns: ₹1,23,05,910 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,49,25,636 - Absolute Returns: ₹2,05,25,636 - CAGR: %Drawdown Metrics
Max Drawdown
-27.49 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-2.74 %
Calmar Ratio by Duration
1
Y
0.5922
3
Y
0.5191
5
Y
0.5115
7
Y
0.4969
10
Y
0.5144
12
Y
0.5635