SBI Equity Hybrid Fund Direct Growth

Scheme code: INF200K01RY0 NAV value: ₹ 299.8718 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 13.65 32.09 24.03 27.44
3 year 9.70 15.89 13.13 15.67
5 year 13.44 17.92 15.20 17.45
7 year 12.07 14.76 13.47 14.11
10 year 12.05 16.02 14.26 14.11

Rolling return for 1 year

Average return: 24.03%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.9 13.65 15.9 13.65 1.12 14.78 01-2024 01-2025
20.18 18.44 23.98 14.81 3.3 19.35 12-2023 12-2024
22.34 21.43 26.69 17.26 3.35 21.93 11-2023 11-2024
26.1 27.46 32.09 21.68 3.71 26.83 10-2023 10-2024
26.68 27.73 31.59 22.97 3.07 27.24 09-2023 09-2024
24.3 27.75 29.37 22.74 2.64 26.04 08-2023 08-2024
26.93 26.31 29.54 23.76 2.06 26.64 07-2023 07-2024
20.93 26.75 30.1 17.82 4.8 23.9 06-2023 06-2024
24.01 25.36 28.7 20.79 2.84 24.72 05-2023 05-2024
27.07 26.63 30.93 22.91 2.84 26.88 04-2023 04-2024
26.14 27.1 30.16 23.17 2.49 26.64 03-2023 03-2024
24.1 22.63 25.99 20.79 1.91 23.38 02-2023 02-2024

Rolling return for 3 year

Average return: 13.13%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.35 10.71 12.35 10.71 0.82 11.53 01-2022 01-2025
12.83 12.67 14 11.5 0.89 12.75 12-2021 12-2024
11.07 10.98 12.38 9.7 0.95 11.03 11-2021 11-2024
11.39 11.64 13.13 9.93 1.13 11.52 10-2021 10-2024
13.01 13.15 14.45 11.73 0.96 13.08 09-2021 09-2024
13.36 13.21 14.88 11.71 1.12 13.29 08-2021 08-2024
14.78 14.67 15.56 13.9 0.59 14.73 07-2021 07-2024
12.54 14.49 15.32 11.73 1.44 13.52 06-2021 06-2024
14.35 13.91 15.77 12.51 1.16 14.14 05-2021 05-2024
14.74 14.78 15.89 13.64 0.8 14.76 04-2021 04-2024
13.78 13.34 14.98 12.16 1.01 13.56 03-2021 03-2024
14.44 12.75 15.02 12.18 1.17 13.6 02-2021 02-2024

Rolling return for 5 year

Average return: 15.20%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.73 14.02 14.73 14.02 0.36 14.38 01-2020 01-2025
14.92 15.08 15.63 14.36 0.45 15 12-2019 12-2024
14.39 14.65 15.19 13.85 0.48 14.52 11-2019 11-2024
15.77 15.89 16.85 14.82 0.72 15.83 10-2019 10-2024
17.03 16.57 17.92 15.68 0.81 16.8 09-2019 09-2024
16.36 16.76 17.29 15.83 0.54 16.56 08-2019 08-2024
16.1 15.75 16.57 15.28 0.47 15.92 07-2019 07-2024
14.02 15.11 15.7 13.44 0.89 14.57 06-2019 06-2024
14.93 14.47 15.79 13.63 0.78 14.7 05-2019 05-2024
14.27 14.61 14.96 13.93 0.38 14.44 04-2019 04-2024
14.85 14.2 15.57 13.49 0.77 14.53 03-2019 03-2024
15.26 15.03 15.61 14.68 0.34 15.14 02-2019 02-2024

Rolling return for 7 year

Average return: 13.47%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.53 12.07 12.53 12.07 0.23 12.3 01-2018 01-2025
12.88 12.86 13.38 12.36 0.36 12.87 12-2017 12-2024
12.56 12.72 13.12 12.16 0.34 12.64 11-2017 11-2024
13.65 13.63 14.4 12.88 0.54 13.64 10-2017 10-2024
14.14 14.27 14.76 13.66 0.39 14.21 09-2017 09-2024
13.83 13.96 14.48 13.31 0.42 13.9 08-2017 08-2024
14.19 13.8 14.52 13.47 0.4 14 07-2017 07-2024
13.22 14.06 14.41 12.88 0.62 13.64 06-2017 06-2024
13.64 13.77 14.24 13.17 0.38 13.7 05-2017 05-2024
13.47 13.73 13.95 13.25 0.26 13.6 04-2017 04-2024
13.52 13.57 14.03 13.07 0.34 13.55 03-2017 03-2024
13.66 13.63 13.9 13.39 0.18 13.64 02-2017 02-2024

Rolling return for 10 year

Average return: 14.26%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.91 12.05 12.91 12.05 0.43 12.48 01-2015 01-2025
13.22 13.12 13.58 12.76 0.29 13.17 12-2014 12-2024
13.04 13.04 13.44 12.64 0.28 13.04 11-2014 11-2024
13.83 13.83 14.36 13.3 0.37 13.83 10-2014 10-2024
14.05 14.07 14.48 13.64 0.3 14.06 09-2014 09-2024
14.35 14.18 14.81 13.72 0.39 14.26 08-2014 08-2024
14.62 14.33 14.85 14.1 0.28 14.48 07-2014 07-2024
14.3 14.5 15.14 13.66 0.53 14.4 06-2014 06-2024
15.08 14.75 15.51 14.32 0.44 14.92 05-2014 05-2024
15.23 15.22 15.58 14.88 0.25 15.23 04-2014 04-2024
15.66 15.29 16.02 14.93 0.41 15.48 03-2014 03-2024
15.84 15.75 16.02 15.57 0.16 15.8 02-2014 02-2024