3 Year return

0
Launched on September 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹711.53 Cr.

Expense Ratio

0.41% (inclusive of GST)

Exit Load

0.25% - For exit on or before 30 days from the date of allotment. Nil - For exit after 30 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

SBI Mutual Fund Managers

HS

Harsh Sethi

Fund Manager since Sep 2022

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Nifty Smallcap 250 Index Fund Direct Plan Growth

SBI Nifty Smallcap 250 Index Fund Direct Growth is an offering by SBI Mutual Fund in the realm of Mutual Fund Schemes. The scheme is tailored to mirror the performance of the Nifty Smallcap 250 Index. Operating under a Blend-oriented investment style, the fund strategically allocates across various market capitalisations. What sets SBI Nifty Smallcap 250 Index Fund Direct Growth apart is its remarkable feat of maintaining low expense ratios compared to its category average.

Investment Objective of the Scheme

The prime goal of SBI Nifty Smallcap 250 Index Fund Direct Plan Growth is to deliver returns that closely mirror the total returns of the securities constituting the underlying index. This objective is pursued while keeping in mind the concept of tracking error, which refers to the potential variance between the fund's performance and that of the index it aims to replicate. By striving to minimise tracking error, the scheme endeavours to offer investors a performance trajectory that mirrors the Nifty Smallcap 250 Index.

Key Features of The Fund

5-year return NA
Expense Ratio 0.41%
Fund Manager Harsh Sethi
Fund Size ₹711.53 Cr
Risk Profile Very High

Is This Scheme Right for Me?

SBI Nifty Smallcap 250 Index Fund Direct Plan Growth caters to investors with specific goals in mind. It suits those seeking long-term capital appreciation through exposure to securities covered by the Nifty Smallcap 250 Index. This fund can be an attractive proposition for individuals who wish to invest in a diversified array of small-cap stocks with the goal of achieving steady growth over an extended investment horizon. As with any investment decision, prospective investors should align their financial objectives, risk tolerance, and investment time frame with the attributes of the fund.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Your Guide Map for Investing

Investing without setting a financial goal takes out the aspect of clarity for an investor. Once a goal is set such as purchasing that dream car, you need to determine the optimum SIP amount vis a vis to the number of years of investing. Angel One's SIP calculator can serve as a map to guide you to take the smoothest road to your goals by finding the optimum balance between the variables affecting the SIP.

FAQs

What is today's NAV of SBI Nifty Smallcap 250 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Nifty Smallcap 250 Index Fund May 27 2024 is 17.3705

What is the AUM of SBI Nifty Smallcap 250 Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Nifty Smallcap 250 Index Fund is 711.53 crore.

What is the expense ratio of SBI Nifty Smallcap 250 Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Nifty Smallcap 250 Index Fund is 0.41%

What are the returns of SBI Nifty Smallcap 250 Index Fund since inception?

The SBI Nifty Smallcap 250 Index Fund was launched on Sep 21 2022. The fund has delivered a CAGR of 39.63 since inception.

What is the minimum SIP amount to invest in SBI Nifty Smallcap 250 Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Nifty Smallcap 250 Index Fund is 500.

How do I invest in SBI Nifty Smallcap 250 Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Nifty Smallcap 250 Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Nifty Smallcap 250 Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Nifty Smallcap 250 Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.