SBI Equity Savings Fund Direct Growth

Scheme code: INF200KA1DF3 NAV value: ₹ 24.7445 NAV date: 28 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Equity Savings

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.66 23.34 17.40 15.31
3 year 9.65 12.21 10.99 9.57
5 year 10.66 13.39 11.90 10.37
7 year 9.66 10.72 10.21 9.09

Rolling return for 1 year

Average return: 17.40%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.58 10.66 12.58 10.66 0.96 11.62 01-2024 01-2025
13.91 13.82 15.65 12.11 1.25 13.87 12-2023 12-2024
16.04 14.59 17.92 12.77 1.89 15.33 11-2023 11-2024
16.22 16.43 18.76 13.94 1.71 16.34 10-2023 10-2024
15.86 16.7 17.92 14.66 1.19 16.28 09-2023 09-2024
17.62 16.06 19.48 14.25 1.93 16.85 08-2023 08-2024
19.03 18.18 20.59 16.64 1.43 18.61 07-2023 07-2024
17.02 19.08 22.43 13.81 3.13 18.08 06-2023 06-2024
19.36 18.74 21.51 16.64 1.74 19.06 05-2023 05-2024
21.48 20.75 23.34 18.92 1.58 21.12 04-2023 04-2024
20.55 21.07 22.94 18.72 1.5 20.82 03-2023 03-2024
20.61 21.12 22.28 19.47 1.01 20.87 02-2023 02-2024

Rolling return for 3 year

Average return: 10.99%
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.03 10.17 11.03 10.17 0.43 10.6 01-2022 01-2025
11.29 11.25 11.85 10.69 0.41 11.27 12-2021 12-2024
10.55 10.47 11.15 9.88 0.45 10.51 11-2021 11-2024
10.73 10.92 11.53 10.13 0.5 10.83 10-2021 10-2024
11.01 11.14 11.67 10.49 0.42 11.08 09-2021 09-2024
11.28 11.01 11.86 10.43 0.51 11.14 08-2021 08-2024
11.56 11.67 12.05 11.18 0.31 11.62 07-2021 07-2024
10.18 11.31 11.85 9.65 0.87 10.75 06-2021 06-2024
11.2 10.67 11.86 10.01 0.68 10.93 05-2021 05-2024
11.64 11.28 12.21 10.72 0.54 11.46 04-2021 04-2024
10.86 10.61 11.58 9.89 0.6 10.74 03-2021 03-2024
11.2 10.6 11.71 10.09 0.61 10.9 02-2021 02-2024

Rolling return for 5 year

Average return: 11.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
12 11.54 12 11.54 0.23 11.77 01-2020 01-2025
12.07 11.99 12.41 11.65 0.27 12.03 12-2019 12-2024
11.8 11.93 12.16 11.57 0.21 11.86 11-2019 11-2024
12.49 12.22 12.97 11.74 0.45 12.36 10-2019 10-2024
12.99 12.45 13.39 12.05 0.51 12.72 09-2019 09-2024
12.79 12.71 13.14 12.36 0.28 12.75 08-2019 08-2024
12.55 12.14 12.84 11.85 0.38 12.34 07-2019 07-2024
11.12 11.71 12.13 10.71 0.54 11.42 06-2019 06-2024
11.6 11.17 12 10.78 0.46 11.39 05-2019 05-2024
11.13 11.25 11.47 10.92 0.2 11.19 04-2019 04-2024
11.35 11.1 11.78 10.66 0.41 11.22 03-2019 03-2024
11.76 11.77 12.07 11.46 0.22 11.76 02-2019 02-2024

Rolling return for 7 year

Average return: 10.21%
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.08 9.74 10.08 9.74 0.17 9.91 01-2018 01-2025
10.4 10.18 10.64 9.94 0.26 10.29 12-2017 12-2024
10.21 10.24 10.46 9.99 0.17 10.23 11-2017 11-2024
10.33 10.38 10.67 10.04 0.22 10.36 10-2017 10-2024
10.44 10.46 10.72 10.19 0.19 10.45 09-2017 09-2024
10.3 10.35 10.55 10.11 0.16 10.33 08-2017 08-2024
10.4 10.31 10.61 10.11 0.18 10.36 07-2017 07-2024
9.78 10.37 10.49 9.66 0.36 10.07 06-2017 06-2024
10.08 10.03 10.36 9.75 0.22 10.06 05-2017 05-2024
10.1 10.19 10.34 9.95 0.14 10.14 04-2017 04-2024
10.03 10.1 10.34 9.79 0.2 10.06 03-2017 03-2024
10.27 10.34 10.48 10.12 0.13 10.3 02-2017 02-2024