SBI MF Multi Asset Allocation Fund Dec 2025 728x90

MUTUAL FUND BENCHMARK RETURNS MONITOR

Benchmark
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Yr Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
NIFTY MIDSMALL FINANCIAL SERVICES TRI 2.35 1.83 13.56 10.47 31.14 30.91 37.32 25.83 14.78 17.6
Nifty Financial Services Ex-Bank TRI 3.22 2.17 7.1 6.8 28.78 28.51 25.93 18.47 17.13 19.85
Nifty PSU Bank TRI -0.11 -0.67 11.81 19.77 27.89 26.55 29.66 38.6 11.77 11.67
MSCI ACWI TRI 1.64 3.87 6.4 18.25 27.39 25.83 22.28 14.39 13.21 13.2
NASDAQ 100 TRI 3.42 3.84 6.16 21.14 28.83 24.95 37.32 20.71 23.57 13.98
Nifty Auto TRI 1.44 1.62 3.28 18.99 23.25 24.06 32.6 26.62 14.28 0.08
Nifty Metal TRI 2.41 7.24 6.84 16.05 24.96 22.58 20.6 29.62 21.71 13.51
BSE Financials Ex-Banks 30 Index 3.41 2.62 4.63 6.49 22.12 22.41 22.81 2.53 2.54 2.53
S&P GLOBAL 1200 1.97 2.79 5.82 15.01 21.04 18.96 18.55 11.34 11.89 8.89
Nifty India Defence TRI 5.55 -1.56 -3.58 -11.89 20.63 18.69 57.09 58.25 - 32.06
Nifty Capital Markets TRI 3.72 0.04 10.74 2.33 17.5 17.36 56.5 34.3 - 27.5
Nifty Transportation & Logistics TRI 1.28 -0.5 -0.59 13.56 16.58 17.35 30.73 26.9 15.77 -0.04
Nifty Financial Services TRI 1.15 0.25 4.5 3.79 18.39 17.27 15.12 14.26 15.65 0.11
NIFTY RURAL TRI 1.23 0.67 3.06 9.64 16.77 16.83 19.78 18.85 13.8 15.85
NIFTY TOP 15 EQUAL WEIGHT TRI 1.0 1.0 5.27 8.12 16.87 16.52 15.74 16.63 14.7 14.38
Nifty Bank TRI 0.44 0.59 7.37 5.48 17.29 16.44 13.33 15.1 14.11 18.5
NIFTY200 VALUE 30 TRI 1.89 3.13 8.75 12.25 17.53 16.29 35.6 34.68 18.92 16.79
S&P GLOBAL AGRIBUSINESS INDEX -0.04 2.39 0.73 3.15 16.16 16.01 2.31 6.74 7.48 5.63
NIFTY500 LOW VOLATILITY 50 TRI 0.83 1.44 2.81 7.08 16.06 15.97 21.97 18.73 16.34 0.05
Nifty Private Bank TRI 0.43 0.4 6.1 1.72 15.49 15.22 11.2 11.82 12.53 0.13
BSE Financial Services 1.44 0.71 5.05 3.81 15.51 14.92 14.83 13.89 13.35 13.54
NIFTY COMMODITIES TRI 1.29 2.73 3.2 7.7 15.93 14.72 18.74 21.61 16.56 12.66
NIFTY 50 Equal Weight TRI 1.63 0.89 3.46 6.32 14.51 14.67 19.19 19.85 14.8 14.35
BSE Enhanced Value Index 0.63 0.75 7.55 8.98 15.53 13.89 31.19 30.64 15.66 16.17
Nifty Infrastructure TRI 0.97 -0.02 4.92 5.66 14.29 13.74 23.9 22.8 14.88 12.2
BSE Bankex 0.27 0.18 6.48 3.95 14.56 13.66 11.62 13.62 13.16 19.09
NIFTY OIL & GAS TRI 0.63 -0.68 6.44 5.12 12.69 12.66 15.16 18.59 17.29 15.04
NIFTY 500 VALUE 50 TRI 1.62 2.61 5.4 9.77 14.45 12.6 33.54 34.48 18.53 16.92
NIFTY TOP 20 EQUAL WEIGHT TRI 0.76 0.67 5.0 6.67 12.02 11.92 16.03 16.33 14.8 13.69
Nifty 100 ESG Sector Leaders TRI 1.39 1.1 3.89 5.07 11.96 11.67 15.13 14.13 14.23 14.52
NIFTY 100 ESG TRI 1.43 1.18 4.2 6.32 11.85 11.6 16.5 15.21 15.11 13.28
Nifty India Manufacturing TRI 1.16 1.43 1.7 7.46 11.36 11.56 24.72 22.68 14.97 15.51
NIFTY INDIA SELECT 5 CORPORATE GROUPS TRI 1.41 1.96 4.32 7.21 10.95 11.56 15.16 22.26 19.99 20.43
NIFTY 50 TRI 1.25 0.7 4.49 5.07 11.94 11.55 14.94 15.07 14.17 13.88
Nifty 100 Low Volatility 30 TRI 0.84 0.99 3.91 7.3 11.41 11.43 18.4 16.17 14.84 17.72
NIFTY HIGH BETA 50 TRI 3.21 1.18 4.27 4.69 11.65 10.95 23.69 22.72 10.99 7.63
NIFTY MNC TRI 0.64 1.46 0.39 8.07 9.97 9.94 17.12 15.67 13.8 13.29
NIFTY 100 TRI 1.26 0.82 3.79 4.73 10.18 9.83 15.45 15.27 14.16 0.1
Nifty India Consumption TRI 1.12 -1.21 -0.31 6.12 9.06 9.61 19.15 17.31 14.4 14.7
Nifty Low Volatility 50 TRI 0.83 0.51 2.24 3.25 9.65 9.54 18.46 16.15 14.74 0.03
BSE SENSEX 50 1.25 0.76 4.39 4.37 9.79 9.4 13.34 13.65 - 13.93
NIFTY 200 TRI 1.35 0.78 3.92 4.52 9.51 9.27 17.02 16.58 14.64 14.43
NIFTY TOP 10 EQUAL WEIGHT TRI 1.17 1.42 7.32 3.3 9.84 9.24 12.92 13.67 15.72 13.93
NIFTY 100 Equal Weight TRI 1.47 0.93 1.35 4.4 8.96 9.03 19.74 18.45 14.19 18.36
NIFTY500 MULTICAP INDIA MANUFACTURING 50:30:20 TRI 1.33 0.63 0.93 6.28 8.25 8.97 24.02 22.9 15.1 15.62
NIFTY Midcap 50 TRI 1.42 0.91 5.84 4.51 8.57 8.9 27.84 25.68 18.84 15.23
NIFTY MIDCAP SELECT TRI 1.18 0.54 7.11 5.32 7.55 8.82 26.62 22.3 17.54 15.21
BSE 100 1.18 0.81 4.05 4.21 9.07 8.74 14.75 14.53 13.06 15.73
BSE LargeCap 1.26 0.83 3.61 3.98 9.04 8.71 13.46 13.72 12.65 12.03
Nifty Services Sector TRI 1.43 0.54 4.47 3.36 9.35 8.53 13.1 13.36 14.12 15.81
BSE India Financials Bond Index 0.1 1.05 2.16 4.45 3.27 8.46 6.75 8.3 8.75 8.8
BSE Sensex 0.13 -0.66 5.74 1.53 8.83 8.37 11.98 12.58 12.63 14.98
BSE India Corporate Bond Index 0.09 1.07 2.15 4.52 3.34 8.35 6.75 8.27 8.73 8.76
NIFTY LARGE MIDCAP 250 TRI 1.55 0.79 3.63 4.2 8.09 8.08 20.62 19.89 16.42 16.03
NIFTY GROWTH SECTORS 15 TRI 1.38 2.01 5.57 10.94 7.72 7.93 15.03 14.54 10.84 17.76
BSE 200 1.31 0.8 3.65 3.84 7.94 7.69 15.42 15.22 13.44 13.72
NIFTY 100 Quality 30 TRI 1.59 1.87 3.92 5.75 7.62 7.69 16.9 14.28 12.76 13.23
NIFTY 500 TRI 1.51 0.75 3.03 3.76 7.66 7.53 17.68 17.25 14.88 12.46
BSE India Bond Index 0.17 1.46 2.03 5.29 4.17 7.49 5.99 7.41 8.41 8.74
BSE 250 LargeMidCap Index 1.36 0.77 3.34 3.79 7.65 7.48 15.55 15.34 - 12.73
BSE India Government Bond Index 0.18 1.51 2.0 5.4 4.28 7.38 5.85 7.32 8.38 8.12
BSE LargeMidCap 1.37 0.79 3.3 3.67 7.54 7.33 15.27 14.99 13.19 12.57
BSE India 10 Year Sovereign Bond 0.15 1.91 2.41 5.76 4.54 7.26 5.86 6.93 7.43 6.42
BSE Low Volatility Index 0.67 0.08 2.9 3.55 7.25 6.95 15.61 13.16 12.84 13.11
Nifty EV and New Age Automotive TRI 2.0 1.46 0.21 8.79 6.53 6.88 24.65 28.89 - 17.02
NIFTY TOTAL MARKET TRI 1.52 0.66 2.69 3.48 6.97 6.82 17.98 17.58 14.99 14.81
NIFTY MIDCAP 100 TRI 1.79 0.62 4.47 3.45 6.3 6.56 26.79 25.11 17.38 21.13
NIFTY CPSE Total Return Index 2.61 -0.56 -2.65 -2.41 6.48 6.32 35.46 35.35 15.99 14.98
BSE 500 1.46 0.72 2.77 3.18 6.31 6.2 15.99 15.76 13.52 14.41
NIFTY MIDCAP 150 TRI 1.84 0.76 3.46 3.71 5.84 6.15 25.71 24.42 18.45 17.48
BSE SENSEX Next 50 0.86 1.04 2.58 3.51 6.12 6.02 21.98 18.94 13.46 13.37
NIFTY500 MULTICAP INFRASTRUCTURE 50:30:20 TRI 1.52 -0.16 2.73 2.8 6.32 5.98 23.0 24.18 16.61 15.19
BSE PSU 1.9 -0.15 2.05 3.03 6.97 5.93 28.69 28.81 11.57 11.81
Nifty Housing TRI 0.78 0.14 0.18 3.15 6.42 5.89 14.36 17.0 15.57 14.04
Nifty Quality Low Volatility 30 TRI 0.73 0.35 2.12 4.21 6.23 5.78 14.26 13.19 12.17 16.67
BSE Quality Index 2.05 2.45 2.87 1.99 5.31 5.64 17.38 15.43 13.23 13.47
NIFTY500 MULTICAP 50:25:25 TRI 1.74 0.65 2.02 2.6 5.16 5.19 20.2 19.85 15.58 15.94
NIFTY 200 Quality 30 TRI 1.86 1.51 3.81 4.48 5.0 5.11 16.7 14.19 13.88 0.04
BSE AllCap 1.51 0.65 2.11 2.64 5.18 5.06 16.51 16.24 13.6 12.48
BSE Bharat 22 Index 1.24 0.57 4.38 5.27 5.4 4.81 24.72 25.89 - 11.89
NIFTY PSE TRI 2.53 -0.08 -0.72 -0.78 4.26 3.41 34.52 32.31 15.85 13.37
NIFTY DIVIDEND OPPORTUNITIES 50 TRI 2.17 3.08 7.06 7.21 4.05 3.23 21.97 20.31 15.83 13.45
BSE 150 MidCap Index 1.75 0.45 1.77 2.52 2.71 3.15 23.69 22.84 1.91 1.9
NIFTY Healthcare TRI 0.77 - 0.71 5.45 -0.26 3.01 22.46 15.72 9.55 14.83
NIFTY MIDSMALL HEALTHCARE TRI 1.9 0.82 -0.82 5.0 -0.36 2.54 29.99 16.59 17.42 21.1
BSE 500 SHARIAH 1.55 1.5 2.66 3.39 2.26 2.25 13.02 12.63 12.39 14.31
NIFTY INDIA NEW AGE CONSUMPTION TRI 1.9 -0.99 -2.33 2.57 1.64 2.11 26.72 21.24 13.55 13.67
NIFTY MIDSMALLCAP 400 TRI 2.12 0.56 1.18 1.41 1.61 1.96 24.98 24.19 17.25 16.93
Nifty Alpha Quality Low Volatility 30 TRI 0.9 0.09 0.87 3.26 2.04 1.87 19.6 15.84 14.91 -0.01
Nifty Pharma TRI 0.64 1.18 2.62 5.52 -2.1 1.6 22.06 12.84 7.52 14.32
Nifty Energy TRI 1.03 -0.94 -0.99 -0.99 1.17 1.47 13.49 17.88 17.62 17.92
Nifty India Digital TRI 2.39 2.82 7.44 7.13 0.64 1.16 25.0 17.38 12.39 12.97
NIFTY INDIA INTERNET TRI 3.22 -0.7 -0.8 7.37 0.08 1.14 36.33 - - 9.34
BSE Mid Cap 1.87 0.59 1.81 2.15 0.78 1.06 24.16 21.5 15.56 18.97
Nifty Next 50 TRI 1.29 1.43 0.31 2.9 2.29 1.0 20.0 17.48 14.5 20.36
NIFTY500 EQUAL WEIGHT TRI 2.09 0.3 -1.6 0.2 0.63 0.95 22.88 22.42 14.65 15.11
NIFTY NON-CYCLICAL CONSUMER TRI 0.89 -2.03 -2.22 1.15 0.5 0.93 16.35 15.36 14.81 15.59
BSE Midcap Select Index 1.23 1.14 5.6 4.98 0.25 0.76 23.16 18.45 14.56 13.71
NIFTY 50 Value 20 TRI 1.41 2.24 4.98 4.99 1.22 0.49 16.26 16.87 16.5 18.76
NIFTY Midcap150 Quality 50 TRI 1.88 0.25 -0.7 -1.26 -0.16 0.48 16.36 14.56 15.12 -0.09
Nifty Alpha Low-Volatility 30 TRI 0.94 1.38 2.42 1.98 0.55 0.26 18.27 16.05 15.41 0.04
BSE Healthcare 1.13 -0.39 -0.61 2.12 -2.75 -0.14 23.64 15.29 10.16 15.1
Nifty FMCG TRI 0.93 -0.04 -0.26 1.86 -1.08 -0.45 9.38 12.17 12.48 16.22
Nifty 50 Shariah TRI 1.95 2.41 5.55 3.22 -1.66 -1.3 -14.16 -1.99 2.76 9.43
NIFTY500 QUALITY 50 TRI 1.72 -0.14 -0.88 -2.88 -1.66 -1.31 20.84 17.12 14.07 17.2
BSE FMCG 0.94 -0.14 -0.85 1.28 -2.63 -1.97 8.09 9.94 9.98 11.82
Nifty 500 Shariah TRI 1.5 1.26 1.33 2.21 -2.46 -2.14 13.57 14.21 14.28 12.37
NIFTY SMALLCAP 50 TRI 2.96 0.28 -0.61 -2.74 -2.8 -2.77 28.86 21.08 11.92 12.14
BSE Mid Small Cap Index 2.11 0.21 -1.34 -0.49 -3.13 -2.86 23.85 22.73 15.77 13.54
BSE Teck 1.96 3.45 10.72 3.19 -2.77 -3.36 12.65 11.41 12.17 7.28
NIFTY Midcap 150 Moment 50 TRI 2.23 -0.24 3.59 -0.52 -2.5 -3.46 27.12 28.8 22.0 23.27
NIFTY200 ALPHA 30 TRI 1.72 -1.15 0.94 -0.8 -4.2 -3.56 26.21 22.6 20.11 -0.03
NIFTY MIDSMALL IT & TELECOM TRI 1.36 1.85 8.43 1.34 -5.76 -4.85 24.4 24.02 19.53 13.39
NIFTY SMALLCAP 100 TRI 3.33 0.07 -1.92 -3.63 -5.05 -4.87 25.27 21.72 13.32 15.3
Nifty 200 Momentum 30 TRI 1.53 -0.82 2.8 -0.27 -3.85 -4.89 19.28 19.36 18.49 19.35
BSE India Infrastructure Index 2.51 -1.52 -3.2 -3.46 -4.85 -4.95 26.26 25.9 13.37 11.06
NIFTY INDIA TOURISM TRI 2.77 -2.9 -5.5 -4.79 -5.7 -5.24 20.09 21.09 14.23 11.61
NIFTY SMALLCAP 250 TRI 2.68 0.18 -2.93 -2.73 -5.7 -5.28 23.63 23.87 14.86 15.85
BSE 250 SmallCap Index 2.26 -0.01 -2.82 -2.83 -5.84 -5.43 21.67 21.96 - 11.52
NIFTY MIDSMALL INDIA CONSUMPTION TRI 1.18 -1.55 -3.05 -1.44 -6.74 -5.94 22.04 19.86 16.33 16.37
NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 TRI 2.1 -1.2 -0.24 -4.43 -5.66 -6.15 22.39 21.87 18.18 22.05
BSE Small Cap 2.35 -0.17 -4.24 -2.94 -6.68 -6.41 23.58 23.84 15.94 19.87
NIFTY IPO 2.47 -0.36 -6.84 1.9 -7.31 -6.85 17.09 9.56 - 9.04
BSE POWER 1.03 -1.01 -5.58 -3.46 -6.61 -7.25 16.23 25.98 12.95 9.33
NIFTY500 MULTICAP MOMENTUM QUALITY 50 TRI 1.8 -0.91 0.72 -3.2 -6.41 -7.27 22.48 20.29 17.91 21.2
NIFTY500 MOMENTUM 50 TRI 2.1 -0.81 3.01 -2.01 -6.34 -7.87 22.69 23.98 19.18 22.25
Nifty IT TRI 2.1 5.23 12.23 2.56 -7.86 -8.56 13.61 12.39 15.62 15.03
Nifty Alpha 50 TRI 2.82 -0.28 0.42 -3.75 -8.96 -9.11 23.04 21.96 19.36 20.64
NIFTY MICROCAP 250 TRI 1.82 -1.61 -5.74 -3.44 -9.58 -10.02 29.99 32.81 18.88 -0.16
NIFTY INDIA RAILWAYS PSU TRI 5.88 1.63 -2.26 -9.7 -10.86 -10.63 32.89 - - 32.14
NIFTY SMALLCAP250 MOMENTUM QUALITY 100 TRI 3.12 0.5 -2.74 -5.33 -10.47 -10.99 19.95 22.08 17.44 21.78
NIFTY SMALLCAP250 QUALITY 50 TRI 2.12 0.01 -2.85 -5.22 -10.47 -12.14 22.18 24.17 16.88 19.01
BSE IT 2.43 4.88 9.35 0.49 -12.57 -13.22 10.29 9.47 13.1 0.2
Nifty Realty TRI 2.05 -0.21 -0.6 -12.46 -15.61 -17.37 29.62 24.61 18.39 -0.09
Nifty Media TRI 0.62 -1.17 -11.26 -17.51 -21.36 -23.72 -8.82 -2.19 -4.89 2.8

Investor may know that each Mutual Fund Scheme follow a Benchmark. A Benchmark is nothing but a standard against which the performance of a mutual fund scheme or fund manager can be measured. Generally, broad market indices, Stock market indices and bond indexes are used for the purpose of benchmarking. Mutual Fund Benchmark Returns tool provides returns of each Mutual Fund Benchmark across 1 week, 1 month, 3 month, 6 month, YTD (year till date), 1 year, 3 year, 5 year, 10 year and since launch periods. Using the sorting button provided in respective return period columns, you can find out which Benchmark gave the best return in the sorted period If sorted, the order of Benchmarks change basis the highest returns to lowest returns generated by the respective Benchmarks in the chosen period. Very helpful tool to find how each mutual fund Benchmarks returns vary differently in different time periods. This helps grow conviction as to why investor should spread investments across various mutual fund Schemes which follow different Benchmarks for portfolio diversification and asset allocation purposes based on investors risk taking appetite and time horizon of investments. The mutual fund Benchmark returns are shown in XIRR percentage terms.

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