35
Small CapAvoid
SBI Small Cap
SBI · Direct–Growth · rank #25 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.2%
+1.0% vs index
3 Years
10.3%
-2.3% vs index
5 Years
11.9%
-0.4% vs index
Since launch
22.2%
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
+5.9%+0.1% vs index
Why this score
SBI Small Cap scores 35/100 — #25 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 6% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return10.27% · 6th percentile in category
5Y return11.93% · 15th percentile in category
Volatility14.27 · 98th percentile in category
Fund size41059.17 Cr · 96th percentile in category
Sharpe ratio0.27 · 24th percentile in category
Alpha-2.23 · 20th percentile in category
Top holdings
1.PUT NIFTY 27-Oct-2026 240003.95%
2.Ather Energy Ltd.3.51%
3.Navin Fluorine International Ltd3.28%
4.City Union Bank Ltd2.89%
5.Sundram Fasteners Ltd2.77%
64 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.