35
Small CapAvoid
SBI Small Cap
SBI · Direct–Growth · rank #27 of 36 by Smart Score
Data updated
Trailing returns
1 Year
6.5%
+1.8% vs index
3 Years
12.0%
-2.5% vs index
5 Years
14.5%
-0.2% vs index
Since launch
22.8%
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
+10.8%+1.0% vs index
Why this score
SBI Small Cap scores 35/100 — #27 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 10% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return12.02% · 10th percentile in category
5Y return14.49% · 15th percentile in category
Volatility14.20 · 98th percentile in category
Sharpe ratio0.39 · 18th percentile in category
Fund size42630.90 Cr · 96th percentile in category
Alpha-1.97 · 22nd percentile in category
Top holdings
1.Ather Energy Ltd.4.71%
2.Navin Fluorine International Ltd3.32%
3.Sundram Fasteners Ltd2.82%
4.City Union Bank Ltd2.82%
5.Kalpataru Power Transmission Ltd2.6%
69 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.