SBI COMMA Fund
Direct · Growth ₹125.93
05 Jun 2026
NAV
16.6%
3Y CAGR
16.5%
5Y CAGR
16.4%
10Y CAGR
16.4%
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.
6.54
Sharpe
-40.8%
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 | ₹12.82 L | 20.6% | -51.1% | 114.9% |
| 3 Years | ₹36.00 L | ₹45.83 L | 17.3% | -21.2% | 50.5% |
| 5 Years | ₹60.00 L | ₹89.88 L | 16.7% | -6.8% | 29.8% |
| 7 Years | ₹84.00 L | ₹1.57 Cr | 17.1% | -0.5% | 25.0% |
| 10 Years | ₹1.20 Cr | ₹2.90 Cr | 17.0% | 13.5% | 20.7% |
| 12 Years | ₹1.44 Cr | ₹4.12 Cr | 16.5% | 14.9% | 18.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.6% | 14.6% | 13.6% | +6.0% |
| 3 Years | 17.3% | 11.2% | 17.5% | +6.1% |
| 5 Years | 16.7% | 10.5% | 17.1% | +6.2% |
| 7 Years | 17.1% | 10.6% | 16.6% | +6.5% |
| 10 Years | 17.0% | 11.5% | 16.9% | +5.5% |
| 12 Years | 16.5% | 11.4% | 16.6% | +5.1% |