Should I invest in SBI Magnum COMMA Fund?

We don't give personal investment advice. SBI Magnum COMMA Fund - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.5%. 5-year CAGR: 11.42%.

SBI

SBI Magnum COMMA Fund - Growth

Latest NAV

₹114.3024

As of

12 Jun 2026

4,960 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.44%	-0.33%	-0.10	49 / 122	Q2
1W	-3.44%	-1.52%	-1.92	110 / 122	Q4
2W	-4.95%	-3.17%	-1.78	112 / 122	Q4
1M	-2.52%	-0.73%	-1.79	110 / 122	Q4
3M	+1.84%	+3.26%	-1.42	72 / 122	Q3
6M	+7.37%	-2.52%	+9.89	19 / 122	Q1
YTD	+1.99%	-3.42%	+5.42	37 / 122	Q2
1Y	+8.25%	-1.10%	+9.35	19 / 120	Q1
2Y	+6.97%	+1.91%	+5.05	20 / 116	Q1
3Y	+18.53%	+13.77%	+4.76	30 / 112	Q2
4Y	+15.92%	+15.31%	+0.61	55 / 105	Q3
5Y	+11.42%	+11.66%	-0.25	55 / 104	Q3
7Y	+17.31%	+13.64%	+3.67	26 / 99	Q2
10Y	+16.07%	+11.50%	+4.58	12 / 93	Q1
Inception	+10.66%	+10.54%	+0.12	60 / 122	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.99%	-3.64%	+5.64	35 / 118
2025	+12.09%	+3.20%	+8.89	23 / 115
2024	+9.88%	+19.60%	-9.73	95 / 113
2023	+31.46%	+31.56%	-0.09	53 / 108
2022	-6.56%	+2.19%	-8.75	83 / 104
2021	+50.94%	+32.41%	+18.53	15 / 102
2020	+23.64%	+18.32%	+5.32	30 / 100
2019	+11.38%	+5.50%	+5.88	21 / 97
2018	-18.77%	-10.07%	-8.70	73 / 94
2017	+37.63%	+30.10%	+7.53	30 / 93
2016	+31.54%	-0.25%	+31.79	2 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.33%

234 windows

min -59.1% · max 115.2%

62% positive

3-Year rolling

+11.27%

210 windows

min -15.2% · max 32.8%

86% positive

5-Year rolling

+10.65%

186 windows

min -6.3% · max 27.8%

88% positive

7-Year rolling

+10.11%

161 windows

min -2.5% · max 20.2%

98% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.27%

3-year · annualised

Sharpe ratio

0.82

vs risk-free 6.5%

Sortino ratio

1.38

Downside-only deviation

Max drawdown

-22.10%

Sep 2024 → Feb 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹17.4470	12 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.8218	12 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹72.5430	12 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5400	12 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.8871	12 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3398	12 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹66.8550	12 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.0700	12 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹383.0606	12 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹63.1800	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹114.3024
11 Jun 2026	₹112.7797
10 Jun 2026	₹113.2740
9 Jun 2026	₹114.3584
8 Jun 2026	₹114.2518
5 Jun 2026	₹115.7409
4 Jun 2026	₹116.7988
3 Jun 2026	₹117.1432
2 Jun 2026	₹117.1958
1 Jun 2026	₹116.7223

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of SBI Magnum COMMA Fund - Growth is ₹114.3024. It's a Sectoral/Thematic Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Magnum COMMA Fund - Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI Magnum COMMA Fund - Growth is managed by SBI. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Magnum COMMA Fund - Growth has delivered a absolute return of 8.25% — +9.35 pp ahead of the Sectoral/Thematic Fund category average of -1.10%. The fund ranks #19 of 120 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI Magnum COMMA Fund - Growth has delivered a CAGR of 18.53% — +4.76 pp ahead of the Sectoral/Thematic Fund category average of 13.77%. The fund ranks #30 of 112 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI Magnum COMMA Fund - Growth has delivered a CAGR of 11.42% — -0.25 pp behind the Sectoral/Thematic Fund category average of 11.66%. The fund ranks #55 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in SBI Magnum COMMA Fund - Growth exactly 10 years ago would be worth approximately ₹443,901 today — a multiplier of 4.44×, based on the 10-year CAGR of 16.07%. The category average over the same window would have grown ₹1 lakh to ₹296,912.

A ₹10,000 monthly SIP in SBI Magnum COMMA Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹824,678 today. That's an XIRR (money-weighted annualised return) of 12.67%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum COMMA Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,689,759 (multiplier 2.24×). XIRR: 15.41%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum COMMA Fund - Growth ranks #55 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.66%; this fund delivered 11.42%.

The worst peak-to-trough decline SBI Magnum COMMA Fund - Growth has experienced over the last 5-year window is 26.50% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Magnum COMMA Fund - Growth averaged 10.65% (best 27.78%, worst -6.25%). 88% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2025, SBI Magnum COMMA Fund - Growth returned 12.09% — beating the Sectoral/Thematic Fund category average of 3.20% by 8.89 pp. It ranked #23 of 115 in its category that year.

SBI Magnum COMMA Fund - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Magnum COMMA Fund - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.5%. 5-year CAGR: 11.42%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.