MonitorDirect · Growth
SBI Money Market Fund
SBI Mutual FundIncome/Debt Oriented Schemes - Money Market Fund13.7 years
- NAV
- 48.0381
- 15 Sept 2026
- 1Y
- +6.5%
- Trailing CAGR
- AUM
- ₹33,894.54 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.5% 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+6.5%
- 3Y+7.3%
- 5Y+6.6%
- 10Y+6.8%
- SI+7.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+6.8%
- 3Y+7.1%
- 5Y+7.1%
- 10Y+6.7%
- Since inception
- +7.5%
- Calendar-day CAGR
- Excess 1Y
- -0.2%
- Category median, same plan and option
- 3Y win rate
- +89%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- +4.9%
- 2596 daily-ending windows
- Median rolling 3Y
- +7.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2112 daily-ending windows
- SIP 3Y XIRR
- +7.1%
- 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
- 3 days
- 96 recovered episodes
- Longest recovery
- 26 days
- Trough to prior peak
- Current spell
- 2 days
- Days below latest peak
- Time below peak
- +7%
- NAV observations
11 Mar 2020 – 27 Mar 2020
Trough 24 Mar 2020 · recovered in 3 days
-1.0%
2 May 2022 – 1 Jun 2022
Trough 6 May 2022 · recovered in 26 days
-0.3%
15 Jul 2013 – 19 Jul 2013
Trough 16 Jul 2013 · recovered in 3 days
-0.2%
6 Dec 2016 – 15 Dec 2016
Trough 8 Dec 2016 · recovered in 7 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
49
Consistency
78
Risk-adjusted
100
Drawdown
98
Mean
70
Portfolio
31 Aug 2026 · 95 holdings · top 10 are 35.4%.
- Top 5
- 20.3%
- Top 10
- 35.4%
- Largest holding
- 4.5%
- Effective holdings
- 44.7
ICICI BANK LIMITED CD 19MAR27
Financial
4.5%
NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT CD 04MAR27
Financial
4.3%
Net Receivables
Unspecified
4.2%
LIC HOUSING FINANCE LTD 328D CP 11FEB27
Financial
4.1%
182 Days Tbill (MD 24/12/2026)
Financial
4.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 89% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Money Market Fund
Bajaj Finserv Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.4%
- Vol
- 0.5%
- Max DD
- -0.1%
- Sharpe
- 4.98
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mirae Asset Money Market Fund
Mirae Asset Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.4%
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 3.49
- 3Y win
- +27%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Axis Money Market Fund
Axis Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.5%
- Vol
- 0.6%
- Max DD
- -1.2%
- Sharpe
- 1.94
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Money Market Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.3%
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 1.79
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
HSBC Money Market Fund
HSBC Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.3%
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 5.14
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns