What is the 5-year rolling return of SBI Flexicap Fund?

Across 2,164 overlapping 5-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.16% a year, with a median of 15.40%. The best 5-year stretch returned 26.54% a year and the worst returned 2.20%.

Has SBI Flexicap Fund ever lost money over 5 years?

No. Every one of the 2,164 5-year holding periods in this fund's history ended in profit. The weakest returned 2.20% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of SBI Flexicap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.16% a year on the Direct plan against 14.08% on the Regular plan, a difference of 1.08% a year.

What is the 1-year rolling return of SBI Flexicap Fund?

Across 3,151 overlapping 1-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 17.63% a year, with a median of 13.26%. The best 1-year stretch returned 88.42% a year and the worst returned -26.79%.

What is the 3-year rolling return of SBI Flexicap Fund?

Across 2,656 overlapping 3-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.72% a year, with a median of 15.25%. The best 3-year stretch returned 34.31% a year and the worst returned -4.34%.

What is the 7-year rolling return of SBI Flexicap Fund?

Across 1,667 overlapping 7-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 14.62% a year, with a median of 14.31%. The best 7-year stretch returned 20.30% a year and the worst returned 11.42%.

What is the 10-year rolling return of SBI Flexicap Fund?

Across 930 overlapping 10-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.34% a year, with a median of 15.06%. The best 10-year stretch returned 19.28% a year and the worst returned 11.45%.

SBI Mutual Fund

SBI Flexicap Fund — rolling returns

Flexi Cap · NAV data as of 15 October 2026

3,397 daily NAV records since 7 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,164 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 7 January 2013 to 15 October 2026

Average rolling return

15.16%

Windows computed

2,164

Median return

15.40%

Standard deviation

4.53%

Best 5-year window

26.54%a year

Invested 28 Aug 2013 · exited 28 Aug 2018

Worst 5-year window

2.20%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,164 of 2,164)
Above 8%: 93.9% (2,031 of 2,164)
Above 12%: 72.8% (1,575 of 2,164)
Above 15%: 54.1% (1,171 of 2,164)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 434 of 2,164 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for SBI Flexicap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	17.63%	15.72%	15.16%	14.62%	15.34%
Median	13.26%	15.25%	15.40%	14.31%	15.06%
Minimum	-26.79%	-4.34%	2.20%	11.42%	11.45%
Maximum	88.42%	34.31%	26.54%	20.30%	19.28%
Std deviation	20.00%	6.47%	4.53%	1.73%	2.04%
Consistency
Above 0%	83.12%	98.42%	100.00%	100.00%	100.00%
Above 8%	61.60%	91.23%	93.85%	100.00%	100.00%
Above 12%	52.90%	77.52%	72.78%	98.20%	98.06%
Above 15%	45.48%	52.33%	54.11%	32.81%	50.65%
Coverage
Windows computed	3,151	2,656	2,164	1,667	930

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.08% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 7 January 2013. The 1,647 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for SBI FLEXICAP FUND, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	15.16%	14.08%
Best window	26.54%from 28 Aug 2013	25.41%from 28 Aug 2013
Worst window	2.20%from 23 Mar 2015	1.17%from 23 Mar 2015
Windows computed	2,164	2,164

Common questions about SBI Flexicap Fund

What is the 5-year rolling return of SBI Flexicap Fund?: Across 2,164 overlapping 5-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.16% a year, with a median of 15.40%. The best 5-year stretch returned 26.54% a year and the worst returned 2.20%.
Has SBI Flexicap Fund ever lost money over 5 years?: No. Every one of the 2,164 5-year holding periods in this fund's history ended in profit. The weakest returned 2.20% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of SBI Flexicap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.16% a year on the Direct plan against 14.08% on the Regular plan, a difference of 1.08% a year.
What is the 1-year rolling return of SBI Flexicap Fund?: Across 3,151 overlapping 1-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 17.63% a year, with a median of 13.26%. The best 1-year stretch returned 88.42% a year and the worst returned -26.79%.
What is the 3-year rolling return of SBI Flexicap Fund?: Across 2,656 overlapping 3-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.72% a year, with a median of 15.25%. The best 3-year stretch returned 34.31% a year and the worst returned -4.34%.
What is the 7-year rolling return of SBI Flexicap Fund?: Across 1,667 overlapping 7-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 14.62% a year, with a median of 14.31%. The best 7-year stretch returned 20.30% a year and the worst returned 11.42%.
What is the 10-year rolling return of SBI Flexicap Fund?: Across 930 overlapping 10-year holding periods between 7 January 2013 and 15 October 2026, the Direct plan of SBI Flexicap Fund returned an average of 15.34% a year, with a median of 15.06%. The best 10-year stretch returned 19.28% a year and the worst returned 11.45%.

Compare with other funds

Other Flexi Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.