Fundalysisby DARKHORSESTOCKS

Scheme

SBI Nifty Smallcap 250 Index Fund

Holds 251 companies worth ₹1,731 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹1,755 CrSBI Nifty Smallcap 250 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 1.8% on Aug 2026, ₹1,788 Cr.

  • Largest holding

    Sona Blw Precision ForgingsSona Blw Precision Forgings is 1.7% of this scheme's NAV.

  • Fund manager

    Viral ChhadvaRuns it since 1 Mar 2026, as the fund house dates it.

AUM(Dec 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,755−1.8%
Aug 20261,788+3.6%
Jul 20261,725+3.0%
Jun 20261,675+5.9%
May 20261,582+2.1%
Apr 20261,549+18.6%
Mar 20261,306−8.3%
Feb 20261,423+1.4%
Jan 20261,404−7.0%
Dec 20251,509+0.1%
Nov 20251,507−2.9%
Oct 20251,551+3.7%
AUM at month end, Sept 2026
₹1,755 Cr
+13.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202658.30%+0.42 pt
Jun 202657.88%+0.87 pt
Mar 202657.01%+1.09 pt
Dec 202555.92%+0.49 pt
Direct plans' share of AUM, Sept 2026
58.30%
+2.37 pt since Dec 2025
Fig. 2.SBI Nifty Smallcap 250 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.84%−4.87%––−4.10%
3 months *
−1.71%−1.81%––−3.57%
6 months *
+13.35%+13.11%––+2.05%
1 year
+3.23%+2.81%+3.93%−0.69 pt−0.35%
3 years
+13.10%+12.56%+13.85%−0.75 pt+7.62%
Since launch
+17.54%+16.93%+18.31%−0.77 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty Smallcap 250 TRI. * From NAVs. Source: AMFI.