InvestVerdict
SBI Fixed Maturity Plan (FMP) - Series 52 (1848 Days)
Direct Plan · Growth · Mutual fund · Scheme code 149232
Fund houseSBI Mutual Fund
CategoryMutual fund
Plan & optionDirect · Growth
History4.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.43 | 1.38 | 2.72 | 5.90 | 7.29 | — | — | — | 6.16 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.3% | 0.59 | 0.80 | — | — | -3.6% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 248 | 1.3% | 7.5% | 9.0% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.