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Equity Scheme - Small Cap FundSBI Mutual Fund

SBI Small Cap Fund - Direct Plan - Growth

186.2228-0.4438 (-0.24%)1D Change

Last updated:20-02-2026

NAV History

Historical Net Asset Value performance

Returns

1M

N/A

3M

N/A

6M

N/A

1Y

N/A

3Y

N/A

5Y

N/A

Returns over 1 year are CAGR (annualized). Past performance is not indicative of future results.

Growth of₹10,000

Hypothetical investment value

1Y ago

₹8,889

-11.1%

3Y ago

₹17,082

+70.8%

5Y ago

₹35,841

+258.4%

Past performance is not indicative of future results.

Fund Details

Scheme Type

Open Ended Schemes

Category

Equity Scheme - Small Cap Fund

Fund House

SBI Mutual Fund

Data Points

3024 NAV records

Risk Metrics

Volatility (Annual)

Standard deviation of returns

15.11%

Moderate

Max Drawdown

Largest peak-to-trough decline

-40.26%

Historical worst

Sharpe Ratio

Risk-adjusted return

0.21

Below Avg

Risk-free rate: 6% (10Y G-Sec). Based on available NAV history.

SIP Calculator

Monthly Investment₹5,000
₹500₹1 Lakh
Time Period
Expected Return (%)

Total Investment

₹3,00,000

Future Value

₹4,12,432

*Projections are illustrative and not guaranteed