SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
17.03
23.9
24.09
16.44
14.66
NiftyFinancialServices TRI
20.28
19.72
22.25
14.95
17.77
Equity: Sectoral-Banking and Financial Services
13.36
22.71
23.56
13.23
16.03
Yearly Performance (%)
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Fund Managers
Milind Agrawal, Mr. Pradeep Kesavan,
Investment Objective
\The investment objective of the scheme isto generate long-term capital appreciationto unit holders from a portfolio that isinvested predominantly in equity and equityrelated securities of companies engaged inbanking and financial services. However,there can be no assurance that theinvestment objective of the Scheme will berealized.\
Returns Calculator for
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)