SBI Nifty Smallcap 250 Index Fund

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Growth

EquityIndex Fund

Mid-size FundAssets Under Mgmt: ₹ 1,247 Cr

Very High RiskPrinciple investment will be at very high risk

19.260.31% (+0.06)

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EquityIndex Fund

Mid-size FundAssets Under Mgmt: ₹ 1,247 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.41	49.70	1.14

No LabelNo Label	No LabelNo Label	No LabelNo Label
0.58	42.78	0.32

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	0.25% 0.25% on or before 30D Nil after 30D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 5,000 Initial: ₹ 5,000 Incremental: ₹ 1,000

BenchmarkBenchmark
Nifty Smallcap 250 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from
EquityIndex Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Nifty Smallcap 250 Index Fund	27.98%	—	34.21%
UTI Nifty 50 Index Fund	12.15%	12.79%	13.19%
HDFC Nifty 50 Index Fund	12.10%	12.76%	13.32%
ICICI Pru Nifty 50 Index Fund	12.09%	12.75%	13.26%

Price Comparison

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SBI Nifty Smallcap 250 Index Fund

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AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

No.of Schemes
107
Total AUM
₹ 7,71,389.95 Cr.

Fund Manager Profile

Harsh Sethi

AUM: ₹2,601.81 Cr.

Exp: 13yrs

Qualification

B.Com (Hons.),CA,CS

Past Experience

Harsh Sethi is the Equity Dealer since February 2017. Harsh joined SBIFMPL in May 2007 as Product Manager and was responsible for product development and management. Prior to joining SBIFMPL, he was working with J. P. Mangal & Co. as Senior Assistant from March 2005 to March 2007 handling Audit & Taxation.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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SBI Nifty Smallcap 250 Index Fund