SBI Equity Minimum Variance Fund - Direct Plan - Growth
code 146643 Sectoral/Thematic direct plan · growth NAVs 2019-03-27 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2019-03-27, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.25% | -4.63% | -6.01% | 1.38% | 2026-10-09 → 2026-11-09 |
| 3M | -1.81% | -4.05% | -4.81% | 0.77% | 2026-08-07 → 2026-11-09 |
| 6M | 0.23% | 3.04% | 0.37% | 2.67% | 2026-05-08 → 2026-11-09 |
| 1Y | -1.11% | -3.36% | -6.80% | 3.44% | 2025-11-07 → 2026-11-09 |
| 3Y | 8.04% | 6.51% | 6.21% | 0.30% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.96% | 7.52% | 6.35% | 1.17% | 2021-11-09 → 2026-11-09 |
| 7Y | 13.31% | 13.11% | 11.47% | 1.64% | 2019-11-08 → 2026-11-09 |
| 10Y | - | - | - | - | |
| since inception | 12.65% | 12.05% | 10.87% | 1.18% | 2019-03-27 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| fund | 24.75% | 24.35% | 6.52% | 28.44% | 8.40% | 7.43% |
| benchmark | 16.14% | 25.59% | 5.69% | 21.30% | 10.09% | 11.88% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 1,602 | 16.15% | 11.56% | -25.61% | 88.54% | 86% | 58% |
| 3 years | 1,108 | 16.75% | 17.13% | 6.23% | 31.89% | 100% | 79% |
| 5 years | 616 | 16.82% | 17.73% | 7.52% | 25.89% | 100% | 71% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 6.91% | 8.09% |
| volatility | 14.91% | 13.59% |
| max drawdown | -20.34% | -20.34% |
| downside deviation | 10.72% | 9.34% |
| Sharpe ratio | 0.13 | 0.22 |
| Sortino ratio | 0.17 | 0.32 |
| Calmar ratio | 0.34 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.