otherLow risk

SBI Capital Protection Oriented Fund - Series A (Plan 8) - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From SBI Mutual Fund. It's been running since 31 Mar 2020.

Latest price per unit

₹13.1016

▲ 0.02% today

As of 27 Jul 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹6.6k gain · 6.6% / year

Invested 3 years ago

₹1.23 L

▲ ₹23.2k gain · 7.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

2.0%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.82%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year6.58%

CAGR — 3 years7.21%

CAGR — 5 years—

CAGR — since launch8.41%

Volatility — 1 year (annualised)1.23%

Volatility — 3 years (annualised)2.03%

Max drawdown — 1 year-0.80%

Max drawdown — 3 years-1.82%

Sharpe ratio — 1 year (rf=6%)-0.74

Sharpe ratio — 3 years (rf=6%)-0.20

Fund info

Fund house: SBI Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 148172
First price on record: 31 Mar 2020 · 1,039 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.