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SBI Flexicap Fund - DIRECT PLAN - Growth Option

SBI Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
21,393 cr
TER direct / regular
1.27% / 2.07%
Active return /yr (full)
-1.6%
Score
29
Rank (Score, pool)
#238 of 245
Percentile (full, pool)
8
IR vs benchmark
-0.49
CAGR (absolute)
11.8%
Max drawdown
-28.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-12-60Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2013201420152016201720182019202020212022202320242025202687409732Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-28-140Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY220.9%1.6%0.26552.5%21.6%22.5%12
FY23-0.7%-3.7%-0.23214.7%-1.6%-2.3%12
FY24-8.2%-9.6%-2.0573.0%40.1%31.9%12
FY25-0.1%-2.7%-0.11253.3%5.9%5.8%12
FY26-0.1%-0.8%-0.06423.0%-3.1%-3.2%12
FY27*-2.0%-3.8%-1.04244.4%15.1%13.1%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-1.9-1.1+0.1-2.9
2020+1.6+1.4-1.1-1.1-0.7-1.8-1.7+1.1-1.2+0.7+1.0-0.4-2.2
2021+2.2+0.1-0.8+0.2-0.0+0.1+1.0-0.9-1.3+1.2-0.4-0.3+1.0
2022+0.6+0.7-0.1-1.7+0.9+0.6-1.9-1.1+1.0+0.4-2.6+0.8-2.5
2023+1.1+1.3+0.1+0.4+0.2-1.7-0.1-0.2-0.8+0.1-0.9-1.9-2.4
2024+0.3-1.8+0.2+0.3-0.9-0.1-0.3-0.2+0.2+0.5+0.4+0.9-0.5
2025+1.0+0.3-2.6-0.0-2.2-0.2+0.8+1.2+0.5-0.9+0.2+0.3-1.5
2026+0.3-0.1-0.1-2.1+0.2-0.3-0.9+1.3-1.8
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.0-0.3+3.4+1.1-4.4-3.2-4.2+5.2+9.6+0.2+4.2+4.6
2014-3.7+3.2+6.6+1.8+10.4+8.3+2.2+4.2+3.4+3.9+6.3-0.0+56.9
2015+5.0+0.1-0.0-1.1+2.3-0.8+6.1-5.8+1.1+0.9+0.7+2.0+10.6
2016-5.5-9.1+13.2+1.8+3.6+3.5+5.6+1.8-1.3+2.7-5.2-2.4+7.0
2017+5.0+5.4+3.2+3.1+1.8-0.4+5.0+1.2-0.4+5.0+1.0+3.4+38.6
2018+0.4-3.5-2.4+5.2-1.7-2.9+5.0+2.9-8.8-4.2+4.9+1.5-4.4
2019-1.5-0.6+8.2+0.8+3.3-0.9-4.7-1.1+5.6+1.9+0.2+0.7+12.0
2020+1.4-4.8-24.7+13.0-2.9+6.5+5.0+4.7-1.5+3.3+12.8+7.0+14.7
2021+0.3+7.9+0.2+0.6+7.0+2.1+2.6+5.6+2.1+1.5-3.2+2.1+32.1
2022+0.0-3.3+4.0-2.4-3.4-4.4+7.7+3.6-2.3+4.5+0.7-2.4+1.6
2023-2.2-1.5+0.4+4.9+4.0+2.6+3.8-0.8+1.4-2.7+6.2+6.0+23.9
2024+2.2-0.2+1.0+3.8-0.2+6.8+4.0+0.9+2.4-5.8+0.4-0.5+15.2
2025-2.4-7.4+4.8+3.2+1.4+3.6-2.1-0.6+1.7+3.5+1.1+0.0+6.4
2026-3.0+0.4-11.5+8.3+0.2+1.3+1.3+1.6-2.5

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022202320242025202617811,17322,167AUM (quarter avg), ₹cr
-2,6082,717
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.