FundLens
39
Small CapAvoid

SBI Small Cap

SBI · Direct–Growth · rank #23 / 36 Smart Score ke hisaab se

Data updated

SBI Small Cap ka score 39/100 hai — 36 mein #23 Small Cap fund (Avoid). Mazbooti: utaar-chadhaav (category mein 98th percentile) aur fund size (category mein 93th percentile). Kamzori: 5 saal ka return (category mein 17th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
9.6%
-0.2% index ke muqable
3 saal
12.6%
-2.6% index ke muqable
5 saal
15.2%
-0.4% index ke muqable
Launch se
22.9%

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
11.8%

Risk metrics

Sharpe ratio
0.43
↑ jitna zyada, utna accha
Sortino ratio
0.59
↑ jitna zyada, utna accha
Std deviation
14.19
↓ jitna kam, utna accha
Alpha
-1.86
↑ 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.