44
Index — Small CapAvoid
SBI Nifty Small Cap 250 Index
SBI · Direct–Growth · rank #10 of 18 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
-0.1% vs index
3 Years
14.3%
-0.2% vs index
5 Years
—
Since launch
19.0%
Year-by-year performance
2023
+48.2%-0.1% vs index
2024
+26.3%-0.2% vs index
2025
-6.0%-0.3% vs index
2026
+9.7%-0.1% vs index
Why this score
SBI Nifty Small Cap 250 Index scores 44/100 — #10 of 18 Index — Small Cap fund (Avoid). It stands out for volatility and fund size — beating 82% of peers on volatility. The main drag is its 3y return (better than only 30% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return14.29% · 30th percentile in category
Volatility18.95 · 82nd percentile in category
Alpha-2.91 · 11th percentile in category
Fund size1787.65 Cr · 86th percentile in category
1Y return4.65% · 16th percentile in category
Expense ratio0.45% · 38th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.65%
2.Karur Vysya Bank Ltd1.49%
3.Ather Energy Ltd.1.49%
4.Navin Fluorine International Ltd1.45%
5.Welspun Corp Ltd1.42%
250 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.