47
Index — Small CapHold
SBI Nifty Small Cap 250 Index
SBI · Direct–Growth · rank #8 of 18 by Smart Score
Data updated
Trailing returns
1 Year
9.6%
-0.1% vs index
3 Years
15.0%
-0.3% vs index
5 Years
—
Since launch
19.5%
Year-by-year performance
2023
+48.2%-0.1% vs index
2024
+26.3%-0.2% vs index
2025
-6.0%-0.3% vs index
2026
+10.9%-0.0% vs index
Why this score
SBI Nifty Small Cap 250 Index scores 47/100 — #8 of 18 Index — Small Cap fund (Hold). It stands out for volatility and fund size — beating 82% of peers on volatility. The main drag is its alpha (better than only 11% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
Volatility19.03 · 82nd percentile in category
Alpha-2.96 · 11th percentile in category
3Y return15.01% · 35th percentile in category
Fund size1724.97 Cr · 86th percentile in category
1Y return9.63% · 16th percentile in category
Expense ratio0.44% · 38th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.6%
2.Karur Vysya Bank Ltd1.5%
3.Navin Fluorine International Ltd1.29%
4.Delhivery Ltd1.25%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ1.15%
250 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.