Should I invest in SBI Nifty Smallcap 250 Index Fund?

We don't give personal investment advice. SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

SBI

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth

Latest NAV

₹19.6241

As of

17 Jul 2026

935 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	+0.21%	-0.77	321 / 353	Q4
1W	-0.60%	-0.05%	-0.56	270 / 353	Q4
2W	+0.08%	+0.24%	-0.15	243 / 353	Q3
1M	+2.96%	+0.78%	+2.18	27 / 353	Q1
3M	+9.59%	+2.20%	+7.39	20 / 350	Q1
6M	+11.09%	+1.36%	+9.72	24 / 336	Q1
YTD	+8.00%	+0.54%	+7.46	25 / 333	Q1
1Y	-0.05%	+2.69%	-2.74	231 / 318	Q3
2Y	+0.62%	+3.33%	-2.70	137 / 213	Q3
3Y	+17.96%	+10.79%	+7.17	31 / 172	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+19.41%	+7.52%	+11.89	20 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+8.00%	+0.51%	+7.48	25 / 331
2025	-6.79%	+6.05%	-12.84	237 / 260
2024	+25.50%	+14.12%	+11.38	24 / 180
2023	+48.01%	+21.09%	+26.92	7 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+23.24%

34 windows

min -9.1% · max 68.5%

71% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+20.02%

10 windows

min 18.0% · max 22.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.57%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.90

Downside-only deviation

Max drawdown

-26.19%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan	HDFC	₹19.6137	17 Jul 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth	SBI	₹20.0123	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹20.5391	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.4569	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.9706	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.7767	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.7429	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.4877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.6241
16 Jul 2026	₹19.7335
15 Jul 2026	₹19.7219
14 Jul 2026	₹19.5868
13 Jul 2026	₹19.7997
10 Jul 2026	₹19.7427
9 Jul 2026	₹19.4753
8 Jul 2026	₹19.1729
7 Jul 2026	₹19.5600
6 Jul 2026	₹19.6970

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth is ₹19.6241. It's a Index Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth has NAV history starting from 11 Oct 2022, a track record of about 3 years 9 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth is managed by SBI. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth has delivered a absolute return of -0.05% — -2.74 pp behind the Index Fund category average of 2.69%. The fund ranks #231 of 318 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth has delivered a CAGR of 17.96% — +7.17 pp ahead of the Index Fund category average of 10.79%. The fund ranks #31 of 172 in its category — the top (Q1) quartile.

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹164,137 today — a multiplier of 1.64×, based on the 3-year CAGR of 17.96%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹418,597 today. That's an XIRR (money-weighted annualised return) of 10.04%.

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹418,597 — XIRR 10.04%.

On a 3-year basis, SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth ranks #31 out of 172 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.79%; this fund delivered 17.96%.

The worst peak-to-trough decline SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth has experienced over the last 3-year window is 26.19% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth averaged 20.02% (best 22.71%, worst 17.96%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.58 — reasonable risk-adjusted performance.

In calendar year 2025, SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth returned -6.79% — lagging the Index Fund category average of 6.05% by 12.84 pp. It ranked #237 of 260 in its category that year.

SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.