- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↑ 0.79%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of SBI COMMA Fund - REGULAR PLAN - Growth and its peers as on 2 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | 3.98% | 0.79% | 0.93% | -1.89% | 7.17% | 8.68% | 18.23% | 12.08% | 17.53% | 15.71% |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 16.77% | -0.26% | 1.38% | 7.7% | 18.42% | 13.88% | 24.03% | 16.27% | 23.84% | 13.62% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -3.34% | 0.75% | 0.51% | 3.97% | 11.01% | -1.04% | 10.27% | 10.12% | 11.85% | 11.83% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | 3.6% | 0.18% | 0.03% | 1.57% | 15.81% | 0.91% | 18.02% | 18.56% | 17.92% | 14.99% |
| SBI PSU Fund - REGULAR PLAN -Growth | 2.04% | -0.14% | 0.09% | 0.56% | 4.38% | 7.09% | 27.69% | 23.2% | 18.14% | 14.29% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -5.06% | 0.75% | 1.92% | 5.21% | 8.35% | -7.34% | 8.31% | 13.2% | 14.76% | 13.41% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 33.1% | 37.63% | -18.48% | 11.58% | 24.51% | 53.22% | -6.84% | 31.46% | 10.11% | 12.29% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.91% | 3.67% | -2.48% | 3.7% | 0.01% | 4.02% | -8.39% | 9.51% | -0.63% | -1.79% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 8.72% | 2.1% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 94.03% | 1.40% (Arbitrage: 0.03%) | 0.00% | 0.00% | 4.60% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Tata Steel Ltd. | TATASTEEL (INE081A01020) | Ferrous Metals | 8.74% |
| Oil & Natural Gas Corporation Ltd. | ONGC (INE213A01029) | Oil | 7.67% |
| Reliance Industries Ltd. | RELIANCE (INE002A01018) | Petroleum Products | 5.19% |
| CESC Ltd. | CESC (INE486A01021) | Power | 5.07% |
| Oil India Ltd. | OIL (INE274J01014) | Oil | 3.98% |
| Ultratech Cement Ltd. | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 3.89% |
| Steel Authority of India Ltd. | SAIL (INE114A01011) | Ferrous Metals | 3.79% |
| JSW Steel Ltd. | JSWSTEEL (INE019A01038) | Ferrous Metals | 3.59% |
| NMDC Ltd. | NMDC (INE584A01023) | Minerals & Mining | 3.35% |
| Coal India Ltd. | COALINDIA (INE522F01014) | Consumable Fuels | 3.12% |
| Power Grid Corporation of India Ltd. | POWERGRID (INE752E01010) | Power | 2.93% |
| Hindalco Industries Ltd. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 2.89% |
| Arvind Ltd. | ARVIND (INE034A01011) | Textiles & Apparels | 2.74% |
| GAIL (India) Ltd. | GAIL (INE129A01019) | Gas | 2.64% |
| JSW Cement Ltd. | JSWCEMENT (INE718I01012) | Cement & Cement Products | 2.61% |
| Jindal Stainless Ltd. | JSL (INE220G01021) | Ferrous Metals | 2.40% |
| Balrampur Chini Mills Ltd. | BALRAMCHIN (INE119A01028) | Agricultural Food & other Products | 2.38% |
| Vedanta Ltd. | VEDL (INE205A01025) | Diversified Metals | 2.27% |
| Indian Oil Corporation Ltd. | IOC (INE242A01010) | Petroleum Products | 2.16% |
| Hindustan Petroleum Corporation Ltd. | HINDPETRO (INE094A01015) | Petroleum Products | 2.14% |
| NHPC Ltd. | NHPC (INE848E01016) | Power | 2.12% |
| UPL Ltd. | UPL (INE628A01036) | Fertilizers & Agrochemicals | 2.06% |
| Indian Energy Exchange Ltd. | IEX (INE022Q01020) | Capital Markets | 2.02% |
| Shyam Metalics and Energy Ltd. | SHYAMMETL (INE810G01011) | Industrial Products | 1.87% |
| Torrent Power Ltd. | TORNTPOWER (INE813H01021) | Power | 1.81% |
| Neogen Chemicals Ltd. | NEOGEN (INE136S01016) | Chemicals & Petrochemicals | 1.80% |
| Nuvoco Vistas Corporation Ltd. | NUVOCO (INE118D01016) | Cement & Cement Products | 1.80% |
| Clean Science & Technology Ltd. | CLEAN (INE227W01023) | Chemicals & Petrochemicals | 1.78% |
| Coromandel International Ltd. | COROMANDEL (INE169A01031) | Fertilizers & Agrochemicals | 1.73% |
| CCL Products (India) Ltd. | CCL (INE421D01022) | Agricultural Food & other Products | 1.50% |
| Ambuja Cements Ltd. | AMBUJACEM (INE079A01024) | Cement & Cement Products | 1.39% |
| Sagar Cements Ltd. | SAGCEM (INE229C01021) | Cement & Cement Products | 0.60% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 182 DAY T-BILL 08.05.26 | Sovereign | 1.06% |
| 364 DAY T-BILL 19.11.26 | Sovereign | 0.31% |
Portfolio data is as on date 31 March, 2026
NAV history
SBI COMMA Fund - REGULAR PLAN - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 2 July, 2026 | 114.9764 | 0.79% |
| 1 July, 2026 | 114.0743 | -0.49% |
| 30 June, 2026 | 114.6346 | 0.81% |
| 29 June, 2026 | 113.7154 | -0.18% |
| 25 June, 2026 | 113.9158 | -1.18% |
| 24 June, 2026 | 115.2788 | 0.52% |
| 23 June, 2026 | 114.6854 | -1.32% |
| 22 June, 2026 | 116.2191 | 0.61% |
| 19 June, 2026 | 115.5157 | -0.44% |
| 18 June, 2026 | 116.0283 | 0.65% |
| 17 June, 2026 | 115.2785 | 0% |
| 16 June, 2026 | 115.2771 | -0.16% |
| 15 June, 2026 | 115.4601 | 1.01% |
| 12 June, 2026 | 114.3024 | 1.35% |
| 11 June, 2026 | 112.7797 | -0.44% |
| 10 June, 2026 | 113.2740 | -0.95% |
| 9 June, 2026 | 114.3584 | 0.09% |
| 8 June, 2026 | 114.2518 | -1.29% |
| 5 June, 2026 | 115.7409 | -0.91% |
| 4 June, 2026 | 116.7988 | -0.29% |
| 3 June, 2026 | 117.1432 | -0.04% |
| 2 June, 2026 | 117.1958 | 0.41% |
| 1 June, 2026 | 116.7223 | 0.01% |
| 31 May, 2026 | 116.7109 | -0.01% |
| 29 May, 2026 | 116.7230 | -1.63% |
| 27 May, 2026 | 118.6544 | 0.39% |
| 26 May, 2026 | 118.1939 | 0.17% |
| 25 May, 2026 | 117.9937 | 0.63% |
| 22 May, 2026 | 117.2522 | 0.05% |
| 21 May, 2026 | 117.1975 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of SBI COMMA Fund - REGULAR PLAN - Growth?
The latest NAV of SBI COMMA Fund - REGULAR PLAN - Growth is 114.9764 as on 2 July, 2026.What are YTD (year to date) returns of SBI COMMA Fund - REGULAR PLAN - Growth?
The YTD (year to date) returns of SBI COMMA Fund - REGULAR PLAN - Growth are 3.98% as on 2 July, 2026.What are 1 year returns of SBI COMMA Fund - REGULAR PLAN - Growth?
The 1 year returns of SBI COMMA Fund - REGULAR PLAN - Growth are 8.68% as on 2 July, 2026.What are 3 year CAGR returns of SBI COMMA Fund - REGULAR PLAN - Growth?
The 3 year annualized returns (CAGR) of SBI COMMA Fund - REGULAR PLAN - Growth are 18.23% as on 2 July, 2026.What are 5 year CAGR returns of SBI COMMA Fund - REGULAR PLAN - Growth?
The 5 year annualized returns (CAGR) of SBI COMMA Fund - REGULAR PLAN - Growth are 12.08% as on 2 July, 2026.What are 10 year CAGR returns of SBI COMMA Fund - REGULAR PLAN - Growth?
The 10 year annualized returns (CAGR) of SBI COMMA Fund - REGULAR PLAN - Growth are 12.08% as on 2 July, 2026.