OtherIndex FundsDirect · Growth
SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth
SBI · Scheme 150677
₹19.84▲ 0.15%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
17.1%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.21% |
| 3 Months | +7.63% |
| 6 Months | +14.06% |
| 1 Year | +6.93% |
| 3 Years (CAGR) | +17.14% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +19.50% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns75
Consistency100
Risk-adjusted40
Downside protection67
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +17.1%
- ✓ 3Y CAGR vs category: +9.0% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Max drawdown: -26%
What to watch
- • 1Y return: +6.9%
- • Sortino ratio: 0.86
Risk metrics
Sharpe ratio
0.74
Sortino ratio
0.86
Volatility
17.87%
Max drawdown
-26.19%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.