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SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth

SBI · Small Cap
Very High
₹18.56
Current NAV
04 Nov 2026
-0.0%
1Y Return
11.4%
3Y CAGR
25.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.64).
  • Very large asset base (AUM: ₹20,190 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.64
Sharpe Ratio
1.54
Beta
-1.86
Alpha
2.20
Sortino
Fund Details
Fund House SBI
Category Small Cap
AUM ₹20190 Cr
Expense Ratio 1.54%
Min SIP ₹500
Min Lumpsum ₹1000
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