FundLens
37
Small CapAvoid

SBI Small Cap

SBI · Direct–Growth · rank #24 / 36 Smart Score ke hisaab se

Data updated

SBI Small Cap ka score 37/100 hai — 36 mein #24 Small Cap fund (Avoid). Mazbooti: utaar-chadhaav (category mein 98th percentile) aur fund size (category mein 93th percentile). Kamzori: 3 saal ka return (category mein 15th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
0.8%
+1.7% index ke muqable
3 saal
12.9%
-4.1% index ke muqable
5 saal
14.5%
-0.0% index ke muqable
Launch se
22.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
49.1%
2022
9.3%
2023
26.6%
2024
25.3%
2025
-4.1%
2026
6.1%

Risk metrics

Sharpe ratio
0.45
↑ jitna zyada, utna accha
Sortino ratio
0.61
↑ jitna zyada, utna accha
Std deviation
14.18
↓ jitna kam, utna accha
Alpha
-2.89
↑ jitna zyada, utna accha
Beta
0.70
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.