SBI Banking and Financial Services Fund
Direct · Growth ₹49.94
22 Apr 2026
NAV
16.9%
3Y CAGR
16.1%
5Y CAGR
17.9%
10Y CAGR
17.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.30
Sharpe
-43.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.12 L | 20.8% | -64.2% | 129.2% |
| 3 Years | ₹36.00 L | ₹46.93 L | 17.4% | -19.8% | 30.1% |
| 5 Years | ₹60.00 L | ₹91.04 L | 16.1% | -3.1% | 24.3% |
| 10 Years | ₹1.20 Cr | ₹3.02 Cr | 17.5% | 14.4% | 18.6% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.8% | 1.9% | +18.9% |
| 3 Years | 17.4% | 11.7% | +5.7% |
| 5 Years | 16.1% | 11.3% | +4.8% |
| 10 Years | 17.5% | 12.0% | +5.5% |