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SBI Small Cap Fund - Regular Plan - Growth

SBI · Small Cap
Very High
₹177.21
Current NAV
04 Nov 2026
1.4%
1Y Return
10.1%
3Y CAGR
11.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.65).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.25%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.65
Sharpe Ratio
1.45
Beta
3.65
Alpha
0.81
Sortino
Fund Details
Fund House SBI
Category Small Cap
AUM ₹7200 Cr
Expense Ratio 2.25%
Min SIP ₹500
Min Lumpsum ₹1000
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