SBI Nifty Smallcap 250 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.56
• Std Deviation 20.69%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

The SBI Nifty Smallcap 250 Index Fund Regular Growth has an AUM of 1305.68 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.81%. The minimum investment in SBI Nifty Smallcap 250 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Multi Commodity Exchange Of India, Laurus Labs, Karur Vysya Bank & Delhivery.

The major sectors where the fund is invested are Investment Services, Biotechnology & Drugs, Consumer Financial Services & Chemical Manufacturing.

Some of the similar funds are DSP Nifty Next 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty 50 Index Fund Growth, Tata Nifty 50 Index Fund Regular Plan, SBI Nifty Smallcap 250 Index Fund Regular Growth, DSP Nifty Top 10 Equal Weight Index Fund Regular Growth. SBI Nifty Smallcap 250 Index Fund Regular Growth has a sharpe ratio of 0.56 & a standard deviation of 20.69%.