SBI Small Cap Fund Direct Growth

Scheme code: INF200K01T51 NAV value: ₹ 181.4688 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-3.1850.9127.2331.4
3 year12.2444.6327.7830.38
5 year7.9734.5121.6321.02
7 year14.5430.4022.3118.13
10 year18.3828.9424.6221

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3986.839.5427.23
3 year 4.0340.520.7727.78
5 year -10.6438.779.6221.63
7 year -2.2313.77.8122.31
10 year -4.316.337.6424.62
12 year -4.7915.157.27
15 year 0.1315.577.09
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
3 year -1.725.5410.9127.78
5 year 3.9721.5513.421.63
7 year 6.0610.248.522.31
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.4173.2233.3327.23
3 year 9.9547.7627.0427.78
5 year -5.0740.2114.3521.63
7 year 2.6618.2312.5322.31
10 year 0.7620.881224.62
12 year 0.0419.2311.6
15 year 5.4520.1511.46

Rolling return for 1 year

- Average return: 27.23% - Median return: 32.26% - Average standard deviation: 5.3

Rolling return for 3 year

- Average return: 27.78% - Median return: 27.25% - Average standard deviation: 2.04

Rolling return for 5 year

- Average return: 21.63% - Median return: 21.93% - Average standard deviation: 1.14

Rolling return for 7 year

- Average return: 22.31% - Median return: 21.91% - Average standard deviation: 0.79

Rolling return for 10 year

- Average return: 24.62% - Median return: 25.41% - Average standard deviation: 0.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,06,4791,06,4798.88
3 year36,00,00051,62,43315,62,43312.77
5 year60,00,0001,07,98,19447,98,19412.47
7 year84,00,0001,89,77,3491,05,77,34912.35
10 year1,20,00,0004,01,21,8142,81,21,81412.83

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Average return (%) Fund's return (%)
1 year 11.288.88
3 year 11.3312.77
5 year 8.4412.47
7 year 5.312.35
10 year 5.0412.83
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year -82.788.88
3 year 6.1912.77
5 year 6.0612.47
7 year -2.1312.35
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 9.338.88
3 year 13.4112.77
5 year 10.6212.47
7 year 7.6312.35
10 year 7.412.83

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,06,479 - Absolute Returns: ₹1,06,479 - CAGR: 8.88%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,62,433 - Absolute Returns: ₹15,62,433 - CAGR: 12.77%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,07,98,194 - Absolute Returns: ₹47,98,194 - CAGR: 12.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,89,77,349 - Absolute Returns: ₹1,05,77,349 - CAGR: 12.35%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,01,21,814 - Absolute Returns: ₹2,81,21,814 - CAGR: 12.83%