FundLens
46
Index — Small CapHold

SBI Nifty Small Cap 250 Index

SBI · Direct–Growth · rank #9 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
1.3%
-0.1% vs index
3 Years
17.6%
-0.3% vs index
5 Years
Since launch
19.5%

Year-by-year performance

last entry = YTD
2023
+48.2%
2024
+26.3%
2025
-6.0%
2026
+8.5%

Why this score

SBI Nifty Small Cap 250 Index scores 46/100 — #9 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-3.23 · 11th percentile in category
3Y return17.64% · 35th percentile in category
Fund size1675.10 Cr · 86th percentile in category
1Y return1.27% · 17th percentile in category
Expense ratio0.43% · 36th percentile in category

Other Index — Small Cap funds