40
Small CapAvoid
SBI Small Cap
SBI · Direct–Growth · rank #22 of 36 by Smart Score
Data updated
Trailing returns
1 Year
10.1%
+1.5% vs index
3 Years
12.8%
-2.4% vs index
5 Years
15.2%
-0.3% vs index
Since launch
22.9%
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
+11.5%+1.9% vs index
Why this score
SBI Small Cap scores 40/100 — #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 19% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return12.81% · 19th percentile in category
5Y return15.19% · 20th percentile in category
Volatility14.21 · 98th percentile in category
Fund size39954.73 Cr · 93rd percentile in category
Sharpe ratio0.43 · 27th percentile in category
Expense ratio0.74% · 74th percentile in category
Top holdings
1.Ather Energy Ltd.4.26%
2.Navin Fluorine International Ltd3.09%
3.Honeywell Automation India Ltd2.85%
4.City Union Bank Ltd2.71%
5.Belrise Industries Ltd.2.58%
68 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.