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SBI Small Cap Fund - Direct Plan - Growth

SBI · Scheme 125497

₹214.40▼ 0.04%NAV · 2026-09-18
64
Decent FundScore
Start SIP
AUM
₹39,955 cr
Expense ratio
0.78%
3Y CAGR
13.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Rama Iyer SrinivasanExit load: Exit load of 1% if redeemed within 1 year
Decent · 64/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 15.8% CAGR over 5 years.
  • ✓3Y CAGR: +13.8%
  • ✓5Y CAGR: +15.8%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Can fall sharply — dropped 40% in its worst stretch. Stomach needed.
  • •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -4.2% vs category avg
  • •5Y CAGR vs category: -2.3% vs category avg

FundScore breakdown

64/100 · Decent
How it works →
51
Returns
Average
62
Consistency
Decent
72
Risk-adjusted
Strong
66
Downside protection
Decent
79
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.