SBI Nifty Small Cap 250 Index Fund
Direct · Growth ₹20.02
18 Aug 2026
NAV
19.8%
3Y CAGR
20.5%
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.
8.12
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 | ₹12.81 L | 23.2% | -35.5% | 86.1% |
| 3 Years | ₹36.00 L | ₹41.28 L | 10.3% | -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 | 23.2% | 14.4% | 9.4% | +8.8% |
| 3 Years | 10.3% | 11.1% | 12.3% | -0.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.4% | 8.5% | -12.3% | 71.2% | 0.60 | 2.61 | 75% | — | — |
| 3 Years | 19.8% | 19.8% | 16.4% | 23.1% | 8.12 | — | 100% | — | — |
-26.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.86
1Y
0.76
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.26 | 1.06 | 106.1% | 89.9% | 8.8% | -2.9% |
| 3 Years | +9.56 | 1.07 | 109.1% | 96.6% | 17.4% | 7.8% |
| 5 Years | +7.52 | 1.02 | 103.9% | 90.3% | 14.7% | 7.1% |
| 7 Years | +5.27 | 1.02 | 103.9% | 90.3% | 10.3% | 5.0% |
| 10 Years | +3.65 | 1.02 | 103.9% | 90.3% | 7.1% | 3.5% |
| 12 Years | +3.05 | 1.02 | 103.9% | 90.3% | 5.9% | 2.9% |
| 15 Years | +2.45 | 1.02 | 103.9% | 90.3% | 4.7% | 2.3% |
236
Total Holdings
12.1%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona Blw Precision Forgings Ltd. | 1.60% |
| 2 | Karur Vysya Bank Ltd. | 1.50% |
| 3 | Navin Fluorine International Ltd. | 1.29% |
| 4 | Delhivery Ltd. | 1.25% |
| 5 | Piramal Finance Ltd. | 1.15% |
| 6 | Ather Energy Ltd. | 1.12% |
| 7 | Central Depository Services (I) Ltd. | 1.10% |
| 8 | RBL Bank Ltd. | 1.08% |
| 9 | Welspun Corp Ltd. | 1.00% |
| 10 | Aster DM Quality Care Ltd. | 0.97% |