SBI COMMA Fund - REGULAR PLAN - Growth

(Erstwhile SBI Magnum Comma Fund - Regular Plan - Growth)
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 05-08-2005
Asset Class: Equity
Benchmark: NIFTY Commodities TRI
TER: 2.45% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 785.93 Cr As on 30-09-2025(Source:AMFI)
Turn over: 96% | Exit Load: For exit on or before 30 days from the date of allotment - 0.50%; For exit after 30 days from the date of allotment - Nil.

106.6197

12.42%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Commodities TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 1 Months
12 Years 2 Months
15 Years 6 Months
18 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.14
Sharpe Ratio 0.68
Alpha 0.66
Beta 0.79
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 0.59 18.05 16.56 20.85 16.39
HDFC Defence Fund - Growth Option 02-06-2023 13.48 42.46 - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 6.41 18.56 19.18 24.83 -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 5.95 17.35 20.92 31.82 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 5.19 21.54 23.4 32.77 -
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 3.69 18.59 18.81 - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 2.86 21.38 20.61 23.81 13.13
Franklin India Opportunities Fund - Growth 05-02-2000 2.8 27.77 30.43 28.11 16.35
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 -0.97 13.82 14.77 17.86 -
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 -1.08 14.09 15.24 19.23 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.82%

Others

6.11%

Large Cap

47.49%

Mid Cap

16.58%

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