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  • SBI Nifty Smallcap 250 Index Fund (G)
SBI Mutual Fund

SBI Nifty Smallcap 250 Index Fund (G)

HybridMulti Asset Allocation

19.1069

NAV (Oct 31)

36.528%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.1069

NAV (Oct 31)

Fund Returns

Last 1Y
46.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
36.5%
6 Month CAGR
11.7%

Scheme Information

Investment Objective

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
0.99%
Launched 2Y ago
2022-10-03
AUM in Crores
1160.9
ISIN
INF200KA13P9
Lock-in (days)
No 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

Harsh Sethi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Nifty Smallcap 250 Index Fund (G)70%26,52,871 19,20,25946.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-12-21

Top Stock Holdings

Crompton Greaves Consumer Electricals Ltd.

1.56%
1.56%

Exide Industries Ltd.

1.27%
1.27%

Blue Star Ltd.

1.2%
1.2%

Central Depository Services (India) Ltd.

1.2%
1.2%

Glenmark Pharmaceuticals Ltd.

1.18%
1.18%
See all holdings

Allocation by Sector

Financial

16.4%
16.4%

Healthcare

12.33%
12.33%

Services

11.02%
11.02%

Capital Goods

10.72%
10.72%

Chemicals

7.47%
7.47%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,342 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

17%

6.8%

9%

14.4%

23.2%

16.2%

24%

17.3%

18%

15.2%

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 36.53% over 2 years. The fund has grown 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 10/31/2024 is ₹19.11 with the total AUM as of 11/3/2024 is ₹1160.93. 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 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)?

It is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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.

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 0.99% 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 ₹19.11.