Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.02%
1 Month-10.13%
3 Months-13.51%
6 Months-14.66%
1 Year-5.76%
3 Years (CAGR)+16.95%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Oct 2022)+12.82%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.01%
3 Year SIP-0.57%
5 Year SIP—
Since Inception (Oct 2022)+2.78%
Fund Details
Fund HouseSBI Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹1,423 Cr
Expense Ratio0.81%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date11 Oct 2022
AMFI Code150676
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is a Index Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,423 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.81%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations