SBI Equity Hybrid Fund Direct Growth

Scheme code: INF200K01RY0 NAV value: ₹ 309.8613 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.8432.0920.1622.06
3 year9.4922.5914.4116.61
5 year5.4220.3313.1113.59
7 year-100.0017.4412.6812.75
10 year11.5316.7714.4614.07
12 year14.4515.6315.0514.58

Rolling return for 1 year

- Average return: 20.16% - Median return: 21.55% - Average standard deviation: 3.05

Rolling return for 3 year

- Average return: 14.41% - Median return: 14.03% - Average standard deviation: 1.14

Rolling return for 5 year

- Average return: 13.11% - Median return: 13.52% - Average standard deviation: 0.62

Rolling return for 7 year

- Average return: 12.68% - Median return: 13.32% - Average standard deviation: 1.37

Rolling return for 10 year

- Average return: 14.46% - Median return: 14.76% - Average standard deviation: 0.33

Rolling return for 12 year

- Average return: 15.05% - Median return: 15.09% - Average standard deviation: 0.27

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 year12,00,00012,90,07890,0787.51
3 year36,00,00043,72,0907,72,0906.69
5 year60,00,00083,65,63223,65,6326.87
7 year84,00,0001,32,28,08748,28,0876.70
10 year1,20,00,0002,40,02,0381,20,02,0387.18
12 year1,44,00,0003,44,06,2932,00,06,2937.53

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,90,078 - Absolute Returns: ₹90,078 - CAGR: 7.51%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,72,090 - Absolute Returns: ₹7,72,090 - CAGR: 6.69%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,65,632 - Absolute Returns: ₹23,65,632 - CAGR: 6.87%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,32,28,087 - Absolute Returns: ₹48,28,087 - CAGR: 6.7%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,40,02,038 - Absolute Returns: ₹1,20,02,038 - CAGR: 7.18%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,44,06,293 - Absolute Returns: ₹2,00,06,293 - CAGR: 7.53%