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DebtMoney Market FundDirect · Growth

SBI SAVINGS FUND - DIRECT PLAN - GROWTH

SBI · Scheme 119821

47.67 0.02%NAV · 2026-08-05
72
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
7.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.45%
3 Months+1.78%
6 Months+3.30%
1 Year+6.25%
3 Years (CAGR)+7.32%
5 Years (CAGR)+6.58%
10 Years (CAGR)+6.81%
Since Launch+7.49%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns31
Consistency87
Risk-adjusted84
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.3%
  • Sharpe ratio: 1.98
  • Volatility: 1% annualised
  • Max drawdown: -1%

What to watch

  • 3Y CAGR: +7.3%
  • 5Y CAGR: +6.6%

Risk metrics

Sharpe ratio
1.98
Sortino ratio
1.29
Volatility
0.52%
Max drawdown
-0.98%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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