SBI Banking and PSU Fund Direct Growth

Scheme code: INF200K01V08 NAV value: ₹ 3267.6481 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.969.237.787.82
3 year4.147.605.595.88
5 year6.129.387.537.44
7 year6.899.387.687.6
10 year7.427.877.667.59

Rolling return for 1 year

- Average return: 7.78% - Median return: 7.79% - Average standard deviation: 0.5

Rolling return for 3 year

- Average return: 5.59% - Median return: 5.56% - Average standard deviation: 0.2

Rolling return for 5 year

- Average return: 7.53% - Median return: 7.14% - Average standard deviation: 0.11

Rolling return for 7 year

- Average return: 7.68% - Median return: 7.32% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.66% - Median return: 7.65% - Average standard deviation: 0.05

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 (%)
1 year12,00,00012,43,71043,7103.65
3 year36,00,00038,97,4372,97,4372.68
5 year60,00,00071,37,78711,37,7873.53
7 year84,00,0001,07,90,96923,90,9693.64
10 year1,20,00,0001,71,49,75951,49,7593.64

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,710 - Absolute Returns: ₹43,710 - CAGR: 3.65%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,97,437 - Absolute Returns: ₹2,97,437 - CAGR: 2.68%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,37,787 - Absolute Returns: ₹11,37,787 - CAGR: 3.53%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,90,969 - Absolute Returns: ₹23,90,969 - CAGR: 3.64%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,71,49,759 - Absolute Returns: ₹51,49,759 - CAGR: 3.64%