ReviewDirect · Growth
SBI COMMA FUND
- NAV
- 124.9004
- 15 Sept 2026
- 1Y
- +12.2%
- Trailing CAGR
- AUM
- ₹1,236.51 Cr
- 31 Aug 2026
- Volatility
- High
- 18.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+12.2%
- 3Y+15.1%
- 5Y+11.1%
- 10Y+15.6%
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+11.4%
- 3Y+12.1%
- 5Y+14.0%
- 10Y+16.2%
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- +6.1%
- Category median, same plan and option
- 3Y win rate
- +60%
- Windows beating the median
- 3Y percentile
- 65
- Vs comparable share classes
- Worst rolling 3Y
- -8.1%
- 2641 daily-ending windows
- Median rolling 3Y
- +17.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2148 daily-ending windows
- SIP 3Y XIRR
- +12.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 116 recovered episodes
- Longest recovery
- 445 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
12 Jan 2018 – 17 Nov 2020
Trough 23 Mar 2020 · recovered in 239 days
-40.8%
7 Jan 2013 – 16 May 2014
Trough 6 Aug 2013 · recovered in 283 days
-31.4%
17 Jan 2022 – 8 Sept 2023
Trough 20 Jun 2022 · recovered in 445 days
-26.3%
13 Apr 2015 – 1 Jul 2016
Trough 12 Feb 2016 · recovered in 140 days
-24.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
65
Vs category
88
Consistency
56
Risk-adjusted
51
Drawdown
0
Mean
52
Portfolio
31 Aug 2026 · 44 holdings · top 10 are 43.5%.
- Top 5
- 26.5%
- Top 10
- 43.5%
- Largest holding
- 6.7%
- Effective holdings
- 31.8
Sudeep Pharma Ltd.
Healthcare
6.7%
Tata Steel Ltd
Materials
6.4%
JSW Steel Ltd
Materials
5.3%
Oil & Natural Gas Corporation Ltd
Energy & Utilities
4.3%
Repo
Unspecified
3.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 60% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns