SBI Small Cap Fund Direct Growth

Scheme code: INF200K01T51 NAV value: ₹ 182.5147 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-3.1850.9127.2331.4
3 year12.2444.6327.7830.38
5 year7.9734.5121.6321.02
7 year14.5430.4022.3118.13
10 year18.3828.9424.6221

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3982.1730.5827.23
3 year 7.6940.521.7827.78
5 year -7.7438.7711.0321.63
7 year -2.2314.527.922.31
10 year -4.316.337.6524.62
12 year -4.7916.747.42
15 year 0.1315.577.15
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -60.5385.6418.7827.23
3 year -13.2541.5826.0327.78
5 year 6.4135.9220.6821.63
7 year 3.9325.919.7222.31
10 year 7.3426.6818.9924.62
12 year 7.5426.7318.95
15 year 10.4824.4318.29
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.4170.1125.3427.23
3 year 9.9547.7627.4827.78
5 year -2.440.2115.6221.63
7 year 2.6618.2312.5822.31
10 year 0.7620.881224.62
12 year 0.0419.6111.74
15 year 5.4520.1511.51

Rolling return for 1 year

- Average return: 27.23% - Median return: 32.26% - Average standard deviation: 5.3

Rolling return for 3 year

- Average return: 27.78% - Median return: 27.25% - Average standard deviation: 2.04

Rolling return for 5 year

- Average return: 21.63% - Median return: 21.93% - Average standard deviation: 1.14

Rolling return for 7 year

- Average return: 22.31% - Median return: 21.91% - Average standard deviation: 0.79

Rolling return for 10 year

- Average return: 24.62% - Median return: 25.41% - Average standard deviation: 0.61

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 (%)
1 year12,00,00013,06,4791,06,4798.88
3 year36,00,00051,62,43315,62,43312.77
5 year60,00,0001,07,98,19447,98,19412.47
7 year84,00,0001,89,77,3491,05,77,34912.35
10 year1,20,00,0004,01,21,8142,81,21,81412.83

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Average return (%) Fund's return (%)
1 year 8.298.88
3 year 11.6312.77
5 year 8.9812.47
7 year 5.4412.35
10 year 5.1112.83
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year -1.798.88
3 year 12.4712.77
5 year 12.2812.47
7 year 10.6612.35
10 year 11.0912.83
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 6.528.88
3 year 13.2712.77
5 year 11.0812.47
7 year 7.7212.35
10 year 7.4612.83

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,06,479 - Absolute Returns: ₹1,06,479 - CAGR: 8.88%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,62,433 - Absolute Returns: ₹15,62,433 - CAGR: 12.77%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,07,98,194 - Absolute Returns: ₹47,98,194 - CAGR: 12.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,89,77,349 - Absolute Returns: ₹1,05,77,349 - CAGR: 12.35%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,01,21,814 - Absolute Returns: ₹2,81,21,814 - CAGR: 12.83%