The SBI Nifty Smallcap 250 Index Fund is an index fund offered by SBI Mutual Fund that tracks the NIFTY Smallcap 250 TRI. It is a passively managed fund that invests in the same proportion as the underlying index. This means that the fund's performance will be directly linked to the performance of the NIFTY Smallcap 250 index.
Here are some key details about the SBI Nifty Smallcap 250 Index Fund:
Fund house: SBI Mutual Fund
Launch date: October 3, 2022
Benchmark: NIFTY Smallcap 250 TRI
Riskometer: Very High
Expense ratio: 0.41% (Direct plan) / 1.01% (Regular plan)
Minimum investment: Rs 5,000 (lump sum) / Rs 500 (SIP)
The fund has delivered strong returns since its inception. As of July 5, 2024, the fund has returned 65.29% over the past year. However, it is important to note that past performance is not necessarily indicative of future results.
Here are some things to consider before investing in the SBI Nifty Smallcap 250 Index Fund:
Investment horizon: Small-cap stocks are more volatile than large-cap stocks. Therefore, the SBI Nifty Smallcap 250 Index Fund is suitable for investors with a long-term investment horizon (at least 5-7 years).
Risk tolerance: The fund carries a very high risk rating. Investors should be comfortable with a high degree of volatility before investing in this fund.
Investment objective: The fund is designed to track the NIFTY Smallcap 250 index. Investors who are looking to invest in small-cap stocks can consider this fund.
Overall, the SBI Nifty Smallcap 250 Index Fund is a good option for investors who are looking for a passively managed fund that provides exposure to the small-cap segment of the Indian stock market. However, investors should carefully consider their investment objectives and risk tolerance before investing in this fund.
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