SBI Small Cap Fund Direct Growth

Scheme code: INF200K01T51 NAV value: ₹ 203.8639 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 19.04 50.91 36.65 46.69
3 year 17.72 29.77 24.80 28.35
5 year 23.60 32.73 27.94 30.48
7 year 17.76 24.12 22.15 20.43

Rolling return for 1 year

Average return: 36.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.24 30.59 39.71 23.61 5.72 31.54 11-2023 11-2024
36.65 39.73 47.59 29.37 6.53 38.34 10-2023 10-2024
38.49 37.98 42.18 34.4 2.76 38.26 09-2023 09-2024
37.17 38.73 43.66 32.47 3.99 38.01 08-2023 08-2024
44.96 42.78 50.91 37.15 4.93 43.95 07-2023 07-2024
34.78 44.32 50.6 29.16 8.3 39.71 06-2023 06-2024
37.39 39.97 45.4 32.27 4.73 38.76 05-2023 05-2024
40.28 42.67 48.56 34.71 4.97 41.56 04-2023 04-2024
35.74 37.79 45.4 28.64 5.97 36.89 03-2023 03-2024
35.48 36.73 40.22 32.11 2.9 36.14 02-2023 02-2024
31.68 30.7 36.55 26.04 3.73 31.24 01-2023 01-2024
28.19 22.39 31.79 19.04 4.95 25.35 12-2022 12-2023

Rolling return for 3 year

Average return: 24.80
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.21 19.89 22.43 17.72 1.67 20.06 11-2021 11-2024
21.46 22.24 24.61 19.14 1.95 21.86 10-2021 10-2024
25.39 24.68 26.49 23.6 1.05 25.04 09-2021 09-2024
25.76 25.12 27.71 23.21 1.61 25.45 08-2021 08-2024
25.61 25.58 27.31 23.91 1.2 25.6 07-2021 07-2024
22.42 25.44 27.04 20.88 2.43 23.94 06-2021 06-2024
24.19 23.67 26.55 21.36 1.84 23.94 05-2021 05-2024
25.69 26.04 28.12 23.65 1.59 25.88 04-2021 04-2024
23.78 24.58 26.65 21.76 1.75 24.19 03-2021 03-2024
27.69 25.61 29.16 24.18 1.91 26.66 02-2021 02-2024
27.52 26.57 29.07 25.05 1.46 27.05 01-2021 01-2024
28.58 27.38 29.77 26.21 1.33 27.98 12-2020 12-2023

Rolling return for 5 year

Average return: 27.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.63 28.57 29.04 27.17 0.74 28.1 11-2019 11-2024
29.41 30.07 31.42 28.08 1.2 29.74 10-2019 10-2024
32 30.52 32.7 29.84 1.14 31.26 09-2019 09-2024
31.51 31.71 32.73 30.5 0.79 31.61 08-2019 08-2024
31.25 30.34 32.31 29.3 1.11 30.8 07-2019 07-2024
26.95 28.56 29.8 25.74 1.54 27.76 06-2019 06-2024
27.06 26.78 28.51 25.35 1.12 26.93 05-2019 05-2024
25.54 26.42 26.99 24.98 0.78 25.98 04-2019 04-2024
25.57 25.31 27.31 23.6 1.31 25.45 03-2019 03-2024
27.17 27.25 28.05 26.38 0.59 27.21 02-2019 02-2024
25.87 25.43 26.78 24.52 0.81 25.65 01-2019 01-2024
25.09 24.43 25.79 23.74 0.76 24.76 12-2018 12-2023

Rolling return for 7 year

Average return: 22.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.51 18.69 20.46 17.76 1 19.1 11-2017 11-2024
21.01 21.34 22.35 20.02 0.83 21.18 10-2017 10-2024
22.76 21.94 23.22 21.48 0.68 22.35 09-2017 09-2024
23.05 22.92 23.86 22.11 0.62 22.98 08-2017 08-2024
22.99 23.12 23.7 22.42 0.45 23.06 07-2017 07-2024
21.9 22.94 23.85 21 1.07 22.42 06-2017 06-2024
22.06 22.08 23.05 21.09 0.69 22.07 05-2017 05-2024
21.72 21.92 22.72 20.93 0.64 21.82 04-2017 04-2024
21.63 21.99 22.83 20.8 0.73 21.81 03-2017 03-2024
22.68 22.52 23.29 21.92 0.49 22.6 02-2017 02-2024
23.42 22.84 24.06 22.21 0.69 23.13 01-2017 01-2024
23.63 22.89 24.12 22.4 0.66 23.26 12-2016 12-2023