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My Portfolio:
  • 0.00 0

SBI Small Cap Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | R Srinivasan

23 Jun 25 | 12:00 AM

99.68 0.19 (0.19%)

  • Underperforms

    -3.82%

    Return (1Y)

    underperformed BSE 250 Smallcap Index TRI by -8.86%

  • Less Volatile

    0.96%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -5.14%

  • Consistent

    7/9

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Small Cap Fund (IDCW), has underperformed BSE 250 Smallcap Index TRI by -8.86% (CAGR difference)

-3.82%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-4-3-2-10123456
JavaScript chart by amCharts 3.20.9SBI Small Cap Fund (IDCW) BSE 250 Smallcap Index TRI

Risk

In last 1 year , the volatility of SBI Small Cap Fund (IDCW) is Lower than BSE 250 Smallcap Index TRI by -5.14%

0.96%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.55.05.56.06.5
JavaScript chart by amCharts 3.20.9SBI Small Cap Fund (IDCW) BSE 250 Smallcap Index TRI

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 9 Months, i.e 77.78% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition