InvestVerdict
SBI Long Term Fund
Direct Plan · Growth · Mutual fund · Scheme code 151214
Fund houseSBI Mutual Fund
CategoryMutual fund
Plan & optionDirect · Growth
History3.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.00 | 2.51 | 1.22 | 4.10 | 6.34 | — | — | — | 6.95 |
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 | 3.7% | -0.04 | -0.07 | — | — | -4.4% | — |
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 |
|---|---|---|---|---|
| 131 | -2.3% | 7.6% | 14.6% | 7% |
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.