SBI Nifty Smallcap 250 Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 23 Feb 2024₹16.55
Min. SIP amount₹500
RatingNA
Fund size₹550.22Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns16.7%33.0%64.3%64.7%
Category averageNANA55.7%NA
Rank with in category11118NA
Understand terms

Holdings (250)

NameSectorInstrumentAssets
Capital GoodsEquity3.11%
FinancialEquity2.06%
Capital GoodsEquity1.17%
ServicesEquity1.14%
FinancialEquity1.10%
TechnologyEquity1.09%
FinancialEquity1.04%
FinancialEquity1.03%
FinancialEquity1.02%
FinancialEquity1.01%
See All

Pros and cons

Category: Other Index

Pros

Cons

1Y annualised returns higher than category average by 12.68%
Higher expense ratio: 0.41%

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Harsh Sethi
Sep 2022 - Present
View details

Education
Mr. Sethi is a B. Com (Hons.), CA, CS
Experience
Prior to joining SBI Mutual Fund, he has worked with J. P. Mangal & Co. as Senior Assistant. Harsh Sethi is the Equity Dealer since February 2017.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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