SBI Nifty Small Cap 250 Index Fund
Direct · Growth ₹18.99
19 Oct 2026
NAV
19.0%
3Y CAGR
19.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.84
Sharpe
-26.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.40%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.85 L | 22.9% | -35.5% | 86.1% |
| 3 Years | ₹36.00 L | ₹41.19 L | 10.0% | -1.9% | 20.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.9% | 14.3% | 5.8% | +8.7% |
| 3 Years | 10.0% | 11.0% | 12.0% | -1.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.6% | 7.9% | -12.3% | 71.2% | 0.58 | 2.53 | 76% | — | — |
| 3 Years | 19.0% | 19.3% | 12.3% | 23.1% | 4.84 | — | 100% | — | — |
-26.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.82
1Y
0.72
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.44 | 1.00 | 98.7% | 83.5% | 3.0% | -9.5% |
| 3 Years | +6.84 | 1.05 | 104.1% | 94.6% | 12.3% | 5.5% |
| 5 Years | +7.51 | 1.01 | 102.2% | 88.9% | 13.7% | 6.2% |
| 7 Years | +5.24 | 1.01 | 102.2% | 88.9% | 9.6% | 4.4% |
| 10 Years | +3.61 | 1.01 | 102.2% | 88.9% | 6.6% | 3.1% |
| 12 Years | +3.00 | 1.01 | 102.2% | 88.9% | 5.5% | 2.5% |
| 15 Years | +2.39 | 1.01 | 102.2% | 88.9% | 4.4% | 2.0% |
236
Total Holdings
13.3%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona Blw Precision Forgings Ltd. | 1.65% |
| 2 | Ather Energy Ltd. | 1.49% |
| 3 | Karur Vysya Bank Ltd. | 1.49% |
| 4 | Navin Fluorine International Ltd. | 1.45% |
| 5 | Welspun Corp Ltd. | 1.42% |
| 6 | Piramal Finance Ltd. | 1.26% |
| 7 | Delhivery Ltd. | 1.16% |
| 8 | HFCL Ltd. | 1.16% |
| 9 | Central Depository Services (I) Ltd. | 1.13% |
| 10 | RBL Bank Ltd. | 1.07% |