SBI Equity Savings Fund Direct Growth

Scheme code: INF200KA1DF3 NAV value: ₹ 24.9219 NAV date: 11 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year3.7922.4313.6213.21
3 year7.9117.0611.329.93
5 year5.9915.889.969.1
7 year8.3710.869.688.72

Rolling return for 1 year

- Average return: 13.62% - Median return: 14.62% - Average standard deviation: 1.78

Rolling return for 3 year

- Average return: 11.32% - Median return: 11.01% - Average standard deviation: 0.77

Rolling return for 5 year

- Average return: 9.96% - Median return: 9.88% - Average standard deviation: 0.4

Rolling return for 7 year

- Average return: 9.68% - Median return: 9.64% - Average standard deviation: 0.24

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 year12,00,00012,58,85558,8554.91
3 year36,00,00042,30,6296,30,6295.53
5 year60,00,00078,00,28918,00,2895.39
7 year84,00,0001,21,11,37837,11,3785.37

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,58,855 - Absolute Returns: ₹58,855 - CAGR: 4.91%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,30,629 - Absolute Returns: ₹6,30,629 - CAGR: 5.53%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,00,289 - Absolute Returns: ₹18,00,289 - CAGR: 5.39%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,11,378 - Absolute Returns: ₹37,11,378 - CAGR: 5.37%