SBI Dynamic Term Fund Direct-Growth
Debt: Dynamic Term - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Debt: Dynamic TermBenchmark: CRISIL Dynamic Bond A-III IndexCheck Portfolio Overlap →
NAV: ₹41.42-0.09%
22 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 13 Jan, 2014 - 22 Oct, 2026 | 12 Feb, 2016 - 22 Oct, 2026 | 12 Mar, 2018 - 22 Oct, 2026 | 08 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 8.51% | 8.62% | 8.43% | 8.73% |
| Standard deviation | 4.38% | 1.78% | 1.27% | 0.82% |
| Best returns | 18.31% 1 year ending on 08 May, 2020 | 12.77% 3 years ending on 13 Jun, 2017 | 10.86% 5 years ending on 16 Jul, 2019 | 10.82% 7 years ending on 18 Nov, 2020 |
| Worst returns | -0.11% 1 year ending on 02 Jun, 2014 | 5.00% 3 years ending on 04 Aug, 2023 | 6.29% 5 years ending on 20 Jan, 2026 | 7.25% 7 years ending on 08 Feb, 2024 |
| Period with positive return | 99.94% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 73.50% | 99.96% | 100.00% | 100.00% |
| Period with return > 10% | 35.18% | 20.47% | 18.68% | 9.53% |
| Period with return > 15% | 10.01% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 55.39% | 88.46% | 87.42% | 99.65% |
| Beat % Benchmark | 39.99% | 18.31% | 16.44% | 4.03% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.25% | -0.21% | 2.30% | 4.47% | 7.38% | 6.73% | 7.40% | 7.96% |
| Debt: Dynamic Term | 2.24% | -1.04% | 1.32% | 2.51% | 6.61% | 5.92% | 6.38% | - |
| CRISIL Dynamic Bond A-III Index | -12.33% | -2.73% | -6.15% | -11.34% | 6.82% | 5.85% | 11.40% | - |
| Rank in category | 2 | 2 | 4 | 2 | 5 | 4 | 3 | - |
| Funds in category | 23 | 23 | 23 | 23 | 23 | 23 | 17 | - |