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SBI Small Cap Fund

SBI Small Cap Direct Plan ▼ Outlook: Softening

Ranked #3 of 3 in Small Cap

45
★★☆☆☆
SmartMoney Score™

Returns (Annualised)

1 Year

14.2%

3 Year

22.8%

5 Year

28.9%

Risk & Cost Metrics

Std Dev (3Y)

19.5%

Sortino

1.28

Max Drawdown

-27.2%

Beta

1.05

Alpha

+2.8%

Expense

0.58%

AUM

₹33,500 Cr

Mgr Tenure

9 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
51
5Y Risk-Adjusted Return
65
Excess Return vs Benchmark
40
Up-Market Participation
60

Risk & Downside

Volatility (Std Dev)
31
Maximum Drawdown
33
Downside-Adjusted Return (Sortino)
38
Down-Market Protection
33

Cost & Efficiency

Expense Ratio vs Category
76
Jensen's Alpha
45
Information Ratio
37
Alpha per Unit of Market Risk
42

Portfolio Quality

Diversification
75
Quality of Holdings
37
Portfolio Liquidity
18
Size vs Mandate (AUM Fit)
51

Stewardship & Momentum

Manager Tenure
52
Fund-House Pedigree
61
Relative Strength (1Y vs peers)
27
Performance Trajectory
24

Pillar Scores

Performance 54/100
28%
Risk & Downside 34/100
22%
Cost & Efficiency 50/100
16%
Portfolio Quality 45/100
18%
Stewardship & Momentum 41/100
16%

vs Benchmark (3Y)

Fund

22.8%

vs

Benchmark

21.5%

Outperformed by 1.3%
How is this score calculated? → Compare with other funds → Best Small Cap funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.