SBI COMMA FUND - Direct Plan - Growth
code 119705 Sectoral/Thematic direct plan · growth NAVs 2013-01-07 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2025-03-18, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.74% | 4.74% | 8.76% | -4.02% | 2026-10-09 → 2026-11-09 |
| 3M | -2.48% | -2.48% | -2.69% | 0.21% | 2026-08-07 → 2026-11-09 |
| 6M | -2.61% | -2.61% | -5.69% | 3.08% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.00% | 7.00% | 5.20% | 1.80% | 2025-11-07 → 2026-11-09 |
| 3Y | 15.52% | - | - | - | 2023-11-09 → 2026-11-09 |
| 5Y | 9.83% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 18.00% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 14.95% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 13.47% | 14.90% | 11.33% | 3.57% | 2013-01-07 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 32.24% | -5.59% | 32.95% | 40.19% | -17.77% | 12.36% | 24.56% | 52.94% | -6.07% | 33.02% | 11.12% | 13.08% |
| benchmark | - | - | - | - | - | - | - | - | - | - | - | - |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 160 | 12.89% | 13.37% | -0.87% | 25.95% | 99% | 64% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 13.81% | 9.20% | 13.89% |
| volatility | 17.07% | 16.59% | 19.07% |
| max drawdown | -21.90% | -26.34% | -40.75% |
| downside deviation | 10.53% | 11.07% | 12.20% |
| Sharpe ratio | 0.50 | 0.27 | 0.50 |
| Sortino ratio | 0.81 | 0.40 | 0.78 |
| Calmar ratio | 0.63 | - | - |
| 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
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.