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SBI Small Cap Fund Dir Gr (0P0000XW1B.BO)

BSE - BSE Delayed price. Currency in INR
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204.89+1.32 (+0.65%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return27.08%
5-year average return30.15%
Number of years up9
Number of years down1
Best 1-yr total return (5 July 2024)112.77%
Worst 1-yr total return (5 July 2024)N/A
Best 3-yr total return112.77%
Worst 3-yr total return5.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XW1B.BOCategory
YTD13.84%0.00%
1-month1.17%0.00%
3-month8.00%0.00%
1-year38.75%0.00%
3-year23.53%0.00%
5-year26.58%0.00%
10-year26.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XW1B.BOCategory
2024
N/AN/A
2023
26.62%N/A
2022
9.29%N/A
2021
49.11%N/A
2020
35.17%N/A
2019
7.40%N/A
2018
-18.64%N/A
2017
80.44%N/A
2016
2.64%N/A
2015
22.29%N/A
2014
112.77%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.08%N/AN/AN/A
2023-4.41%13.45%9.53%6.60%
2022-2.68%-5.33%18.07%0.47%
202111.95%15.44%9.10%5.76%
2020-23.37%19.24%20.79%22.47%
20193.41%-0.79%1.67%2.96%
2018-12.18%-6.94%-1.38%0.96%
201716.71%8.32%12.11%27.32%
2016-9.40%8.94%9.67%-5.17%
20150.43%6.17%2.57%11.82%
201411.28%31.38%21.06%20.21%
20131.66%-1.06%13.45%N/A

Rank in category (by total return)

YTD17
1-month33
3-month28
1-year74
3-year63
5-year49

Load adjusted returns

1-year37.75%
3-year23.53%
5-year26.58%
10-year26.42%