SBI Mutual Fund

SBI NIFTY Smallcap 250 ETF

SBI Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - Other ETFs
Plan: Regular
Benchmark: -
Inception: 07-05-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.3.39%
2Y
FundN/A
Cat. Avg.2.48%
3Y
FundN/A
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund8.00%
Cat. Avg.-5.90%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

Similar Funds

HDFC Mutual Fund
NAV / Fund Size₹140.29₹38,018.02 Cr
Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Kotak Mahindra Mutual Fund
NAV / Fund Size₹269.35₹17,349.01 Cr
Small Cap FundVery High RiskEquity

-0.08%

0.52%

12.63%

13.09%

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Children s FundVery High RiskSolution Oriented

14.22%

10.81%

21.31%

22.25%

31.69%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI08 Jun, 261000010453+4.5%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI22 May, 261 L.1.08 L.+8.0%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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