SBI Long Term Fund
Direct · Growth ₹12.78
11 Nov 2026
NAV
6.6%
3Y CAGR
6.6%
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.
0.12
Sharpe
-4.4%
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.
NA
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 | ₹12.34 L | 6.5% | -5.3% | 16.1% |
| 3 Years | ₹36.00 L | ₹38.69 L | 4.9% | 2.5% | 6.8% |
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 | 6.5% | 3.6% |
| 3 Years | 4.9% | 5.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.8% | 7.3% | -2.8% | 14.9% | 0.07 | 0.10 | 92% | — | — |
| 3 Years | 6.6% | 6.5% | 5.1% | 7.9% | 0.12 | 0.19 | 100% | — | — |
-4.4%
Max Drawdown
10 mo
Drawdown Duration
3 mo
Recovery Time
-1.0%
Avg Drawdown
Calmar Ratio by Duration
1.53
1Y
1.48
3Y