SBI Equity Savings Fund Direct Growth
Scheme code: INF200KA1DF3
NAV value:
₹ 26.4696
NAV date: 19 March, 2026
TER: 0.94%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -12.02 | 41.90 | 9.79 | 10.34 | 8.62 |
| 3 year | 0.50 | 16.84 | 10.31 | 9.98 | 10.96 |
| 5 year | 6.44 | 15.73 | 10.05 | 10.27 | 10.67 |
| 7 year | 8.47 | 11.26 | 10.01 | 9.89 | 9.71 |
| 10 year | 9.78 | 10.42 | 10.10 | 10.10 | 9.24 |
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: ₹12,55,364 - Absolute Returns: ₹55,364 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,66,814 - Absolute Returns: ₹5,66,814 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,95,435 - Absolute Returns: ₹17,95,435 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,22,10,811 - Absolute Returns: ₹38,10,811 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,04,53,194 - Absolute Returns: ₹84,53,194 - CAGR: %Drawdown Metrics
Max Drawdown
-19.46 %
Drawdown Duration
1 months
Recovery Time
6 months
Avg Drawdown
-1.36 %
Calmar Ratio by Duration
1
Y
0.5315
3
Y
0.513
5
Y
0.5279
7
Y
0.5083
10
Y
0.5191