SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 62.2 | N/A | N/A | N/A |
Average Rolling Returns(%) | 52.27 | N/A | N/A | N/A |
The Current NAV of SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is ₹16.57.
It is better to invest in a fund with a longer track record as SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 - TRI returns, as Funds portfolio is significantly different.
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.01%
The process for redemption is
The AUM of SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is currently ₹604 Crores.
The Top three stocks are Crompt.Greaves Cons., Multi Commodity Exch and Cyient and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 6% and 11% of fund’s portfolio respectively.
Top three sectors of SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Healthcare accounting for 39% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Harsh Sethi manages the SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth Fund.
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth current PE ratio is 40.22 and PB ratio is 6.65
The asset allocation of SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is Stocks : 99.94%, Debt : -0.02% and Gold : 0%
The minimum SIP amount for SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth is 0.25% on or before 30 days, Nil after 30 days