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- SBI Mutual Fund
- SBI Nifty Smallcap 250 Index Fund (G)
SBI Nifty Smallcap 250 Index Fund (G)
₹ 19.8834
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.8834
NAV (Oct 15)
Fund Returns
Last 1Y | 45.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 39.5% |
6 Month CAGR | 18.8% |
Scheme Information
The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
Expense Ratio | 1.01 |
Launched (0y ago) | 1.01 |
AUM in Crores | 1160.9 |
ISIN | INF200KA13P9 |
Lock-in | - |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Nifty Smallcap 250 Index Fund (G) | 25,92,489 | 18,59,877 | 45.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Crompton Greaves Consumer Electricals Ltd.
1.6%Exide Industries Ltd.
1.3%Blue Star Ltd.
1.2%Central Depository Services (India) Ltd.
1.2%Multi Commodity Exchange Of India Ltd.
1.2%Allocation by Sector
Financial
17.9%Capital Goods
12.9%Services
10.8%Healthcare
10.2%Construction
6.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9.8% | 14.6% | ||
15.4% | 6.4% | ||
18.1% | 15.4% | ||
24.9% | 16.5% | ||
24.7% | 17.5% |
SBI Nifty Smallcap 250 Index Fund (G) Review
SBI Nifty Smallcap 250 Index Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 39.47% over a period of 2 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is Harsh Sethi.
Nav of SBI Nifty Smallcap 250 Index Fund (G) as of 10/15/2024 is ₹19.88 with the total AUM as of 10/16/2024 is ₹1160.9251. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Nifty Smallcap 250 Index Fund (G) was launched on 2022-10-03. The category risk of the fund is null.
The minimum SIP amount for SBI Nifty Smallcap 250 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is SBI Nifty Smallcap 250 Index Fund (G)?
How to invest in SBI Nifty Smallcap 250 Index Fund (G)?
You can invest in SBI Nifty Smallcap 250 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Nifty Smallcap 250 Index Fund (G)?
The minimum sip amount for SBI Nifty Smallcap 250 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Nifty Smallcap 250 Index Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Nifty Smallcap 250 Index Fund (G)?
The expense ratio of the SBI Nifty Smallcap 250 Index Fund (G) is 1.01% for regular plan.
What is the NAV of SBI Nifty Smallcap 250 Index Fund (G)?
Today's SBI Nifty Smallcap 250 Index Fund (G) NAV is ₹19.88.