SBI Dynamic Bond Fund
Direct · Growth ₹41.46
18 Aug 2026
NAV
8.4%
3Y CAGR
8.2%
5Y CAGR
8.3%
10Y CAGR
8.3%
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.
6.26
Sharpe
-8.9%
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.
0.62%
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 | ₹12.43 L | 8.3% | -1.5% | 25.6% |
| 3 Years | ₹36.00 L | ₹40.44 L | 8.4% | 3.9% | 14.9% |
| 5 Years | ₹60.00 L | ₹72.43 L | 8.0% | 6.3% | 11.1% |
| 7 Years | ₹84.00 L | ₹1.10 Cr | 8.1% | 6.7% | 10.7% |
| 10 Years | ₹1.20 Cr | ₹1.79 Cr | 7.8% | 7.2% | 8.4% |
| 12 Years | ₹1.44 Cr | ₹2.36 Cr | 8.0% | 7.5% | 8.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.3% | 7.8% |
| 3 Years | 8.4% | 7.7% |
| 5 Years | 8.0% | 7.3% |
| 7 Years | 8.1% | 7.3% |
| 10 Years | 7.8% | 7.2% |
| 12 Years | 8.0% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.3% | 8.0% | -1.1% | 18.0% | 0.41 | 0.91 | 100% | — | — |
| 3 Years | 8.4% | 8.4% | 4.7% | 12.9% | 1.05 | 4.95 | 100% | — | — |
| 5 Years | 8.2% | 8.1% | 6.2% | 10.6% | 1.40 | 50.50 | 100% | — | — |
| 10 Years | 8.3% | 8.3% | 7.7% | 8.9% | 6.26 | — | 100% | — | — |
-8.9%
Max Drawdown
3 mo
Drawdown Duration
10 mo
Recovery Time
-0.5%
Avg Drawdown
Calmar Ratio by Duration
0.93
1Y
0.94
3Y
0.92
5Y
0.95
7Y
0.94
10Y
0.94
12Y