46
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
2.0%
-0.2% vs index
3 Years
11.7%
-0.3% vs index
5 Years
—
Since launch
17.1%
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
+4.4%-0.2% vs index
Why this score
SBI Nifty Small Cap 250 Index scores 46/100 — #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.
Volatility19.04 · 82nd percentile in category
Alpha-2.81 · 11th percentile in category
3Y return11.65% · 35th percentile in category
Fund size1754.58 Cr · 86th percentile in category
1Y return2.00% · 16th percentile in category
Expense ratio0.44% · 36th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.67%
2.Welspun Corp Ltd1.59%
3.Karur Vysya Bank Ltd1.37%
4.Navin Fluorine International Ltd1.36%
5.Ather Energy Ltd.1.21%
249 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.