OtherIndex FundsDirect · Growth
SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth
SBI · Scheme 150677
₹20.02▲ 0.20%NAV · 2026-09-18
Strong FundScore
AUM
₹1,725 cr
Expense ratio
0.45%
3Y CAGR
17.4%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: Harsh SethiExit load: Exit load of 0.25%, if redeemed within 30 days.
Strong · 78/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 17.4% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.45% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +17.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +8.8%
- •Sortino ratio: 0.87
FundScore breakdown
78/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
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.