SBI Small Cap Fund
Direct · Growth ₹192.64
21 Apr 2026
NAV
22.7%
3Y CAGR
21.9%
5Y CAGR
22.5%
10Y CAGR
22.9%
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.
4.55
Sharpe
-40.3%
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.
NA
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 | ₹13.13 L | 26.6% | -47.8% | 136.9% |
| 3 Years | ₹36.00 L | ₹50.24 L | 22.1% | -17.8% | 47.7% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 20.8% | -2.6% | 34.1% |
| 10 Years | ₹1.20 Cr | ₹3.76 Cr | 21.7% | 15.6% | 25.3% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 26.6% | 4.8% | +21.8% |
| 3 Years | 22.1% | 21.8% | +0.3% |
| 5 Years | 20.8% | 18.8% | +2.1% |
| 10 Years | 21.7% | 14.5% | +7.2% |