small capHigh risk

SBI SMALL CAP FUND - Direct Plan - IDCW

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From SBI Mutual Fund. It's been running since 18 Nov 2013.

Latest price per unit

₹147.4854

▼ 0.30% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.10 L

▲ ₹10.1k gain · 10.1% / year

Invested 3 years ago

₹1.44 L

▲ ₹43.6k gain · 12.8% / year

Invested 5 years ago

₹2.03 L

▲ ₹1.03 L gain · 15.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.2%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-53.06%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year10.12%

CAGR — 3 years12.82%

CAGR — 5 years15.20%

CAGR — since launch20.85%

Volatility — 1 year (annualised)13.93%

Volatility — 3 years (annualised)14.24%

Max drawdown — 1 year-16.21%

Max drawdown — 3 years-22.42%

Sharpe ratio — 1 year (rf=6%)0.27

Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house: SBI Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF200K01T69
ISIN (Div re-invest): INF200K01T77
Fund code: 125496
First price on record: 18 Nov 2013 · 3,157 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.