SBI Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF200KA16P2 NAV value: ₹ 16.0824 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.3471.1826.4425.769.23
3 year17.9423.1020.6420.5715.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6125.76
3 year 6.2830.9515.0420.57
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4925.76
3 year 6.5619.6413.5720.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7525.76
3 year 7.6821.4915.0620.57
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1625.76
3 year 8.0432.0317.8120.57
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,241 - Absolute Returns: ₹1,12,241 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,22,352 - Absolute Returns: ₹7,22,352 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.19 %

Drawdown Duration

5 months

Avg Drawdown

-6.03 %

Calmar Ratio by Duration

1 Y

0.9837

3 Y

0.7855

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 0.91 1.08 104.7 103.3 4.72 % 4.00 %
3 years 7.39 1.05 106.0 95.8 18.93 % 11.28 %
5 years 3.37 1.03 102.3 94.6 9.82 % 6.45 %
7 years 2.40 1.03 102.3 94.6 6.92 % 4.57 %
10 years 1.71 1.03 102.3 94.6 4.80 % 3.18 %
12 years 1.44 1.03 102.3 94.6 3.98 % 2.64 %
15 years 1.17 1.03 102.3 94.6 3.17 % 2.11 %