ℹ️ Transactions are not allowed in non Equity schemes beyond their ActualClose date
SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth
Debt: Fixed Maturity - Growth (Close ended) Factsheet
SEBI Riskometer: LowCategory: Debt: Fixed MaturityBenchmark: CRISIL Medium to Long Duration Debt A-III Index
NAV: ₹13.15+0.01%
08 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 28 Aug, 2022 - 08 Jul, 2026 | 09 Jan, 2024 - 08 Jul, 2026 | 23 May, 2025 - 08 Jul, 2026 | - |
| Average returns | 4.83% | 5.09% | 4.97% | - |
| Standard deviation | 1.42% | 0.63% | 0.34% | - |
| Best returns | 6.56% 1 year ending on 04 Jun, 2023 | 5.66% 3 years ending on 15 Nov, 2025 | 5.48% 5 years ending on 14 Nov, 2025 | - |
| Worst returns | -0.24% 1 year ending on 24 Oct, 2022 | 3.13% 3 years ending on 09 Jan, 2024 | 4.27% 5 years ending on 23 May, 2025 | - |
| Period with positive return | 99.13% | 100.00% | 100.00% | - |
| Period with return > 5% | 55.44% | 83.39% | 61.74% | - |
| Period with return > 10% | 0.00% | 0.00% | 0.00% | - |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | - |
| Beat % Category | 33.60% | 64.73% | 71.50% | - |
| Beat % Benchmark | 25.98% | 0.00% | 0.00% | - |
Trailing Returns
Point-to-point returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
2.9%
3.0%
-8.0%
YTD
0.5%
0.7%
3.6%
1 M
2.8%
3.0%
-7.1%
6 M
5.8%
5.8%
-5.4%
1 Y
7.4%
7.6%
8.6%
3 Y
6.9%
10.0%
5 Y
12.5%
10 Y
Fund
Debt: Fixed Maturity
CRISIL Medium to Long Duration Debt A-III Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 2.88% | 0.48% | 2.76% | 5.75% | 7.40% | - | - | 6.18% |
| Debt: Fixed Maturity | 3.04% | 0.74% | 2.97% | 5.78% | 7.57% | 6.92% | - | - |
| CRISIL Medium to Long Duration Debt A-III Index | -8.00% | 3.61% | -7.10% | -5.37% | 8.58% | 10.00% | 12.47% | - |
| Rank in category | 29 | 25 | 33 | 22 | 20 | - | - | - |
| Funds in category | 38 | 38 | 38 | 38 | 37 | 7 | 0 | - |
Period Returns
Calendar-year, quarterly and monthly return history of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The 1-year trailing return for SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is shown in the Trailing Returns section. It is compared against the Debt: Fixed Maturity category average and benchmark for context.
What are the 3-year returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The 3-year CAGR for SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The 5-year CAGR for SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth since inception?
SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth has delivered a CAGR of 6.18% since its launch. The fund's maximum historical drawdown has been -0.04%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The Sharpe ratio of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is 1.83. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.
What is the alpha of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The alpha of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.
What is the beta of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
The beta of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.
What are the rolling returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
Rolling returns for SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth?
Period-wise annual returns for SBI Fixed Maturity Plan - Series 57 (1835 Days) Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.