38
Small CapAvoid
SBI Small Cap
SBI · Direct–Growth · rank #22 of 36 by Smart Score
Trailing returns
1 Year
2.0%
+1.9% vs index
3 Years
13.7%
-4.3% vs index
5 Years
14.7%
-0.2% vs index
Since launch
22.8%
Year-by-year performance
2021
+49.1%-12.1% vs index
2022
+9.3%+12.7% vs index
2023
+26.6%-21.7% vs index
2024
+25.3%-1.2% vs index
2025
-4.1%+1.5% vs index
2026
+7.8%-0.1% vs index
Why this score
SBI Small Cap scores 38/100 — #22 of 36 Small Cap fund (Avoid). It stands out for volatility and fund size — beating 98% of peers on volatility. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return13.67% · 15th percentile in category
5Y return14.74% · 16th percentile in category
Volatility14.15 · 98th percentile in category
Fund size37407.59 Cr · 93rd percentile in category
Alpha-2.81 · 22nd percentile in category
Sharpe ratio0.51 · 32nd percentile in category