SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Index Fund
Launch Date: 05-10-2022
Asset Class:
Benchmark: NIFTY Smallcap 250 TRI
TER: 0.82% As on (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,507.11 Cr As on 28-11-2025(Source:AMFI)
Turn over: 33%

17.7526

19.43%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 05-10-2022 -6.72 8.99 20.24 - -
Motilal Oswal Nifty MidSmall Financial Services Index Fund-Regular Plan-Growth 29-10-2024 30.19 - - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.74 27.31 35.09 - -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 25.88 19.96 - - -
Nippon India Nifty Auto Index Fund - Regular Plan- Growth Option 14-11-2024 23.4 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 05-10-2022 23.3 24.9 29.98 - -
Tata Nifty Auto Index Fund - Regular Plan - Growth 26-04-2024 22.98 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 22.25 23.82 24.13 17.19 -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 20.72 16.99 21.42 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 17.37 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

90.87%

Others

0.07%

Mid Cap

9.06%

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