What is the 5-year rolling return of SBI Small Cap Fund?

Across 1,951 overlapping 5-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.42% a year, with a median of 21.49%. The best 5-year stretch returned 34.51% a year and the worst returned 7.40%.

Has SBI Small Cap Fund ever lost money over 5 years?

No. Every one of the 1,951 5-year holding periods in this fund's history ended in profit. The weakest returned 7.40% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of SBI Small Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 21.42% a year on the Direct plan against 20.08% on the Regular plan, a difference of 1.35% a year.

What is the 1-year rolling return of SBI Small Cap Fund?

Across 2,940 overlapping 1-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 25.59% a year, with a median of 19.38%. The best 1-year stretch returned 127.97% a year and the worst returned -22.90%.

What is the 3-year rolling return of SBI Small Cap Fund?

Across 2,444 overlapping 3-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 22.21% a year, with a median of 22.07%. The best 3-year stretch returned 44.59% a year and the worst returned -0.77%.

What is the 7-year rolling return of SBI Small Cap Fund?

Across 1,455 overlapping 7-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.75% a year, with a median of 21.42%. The best 7-year stretch returned 29.93% a year and the worst returned 15.16%.

What is the 10-year rolling return of SBI Small Cap Fund?

Across 717 overlapping 10-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.92% a year, with a median of 19.95%. The best 10-year stretch returned 28.70% a year and the worst returned 17.59%.

SBI Mutual Fund

SBI Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,187 daily NAV records since 18 November 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,951 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 18 November 2013 to 16 October 2026

Average rolling return

21.42%

Windows computed

1,951

Median return

21.49%

Standard deviation

6.01%

Best 5-year window

34.51%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

7.40%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,951 of 1,951)
Above 8%: 99.6% (1,944 of 1,951)
Above 12%: 94.6% (1,846 of 1,951)
Above 15%: 83.6% (1,632 of 1,951)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 391 of 1,951 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for SBI Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	25.59%	22.21%	21.42%	21.75%	21.92%
Median	19.38%	22.07%	21.49%	21.42%	19.95%
Minimum	-22.90%	-0.77%	7.40%	15.16%	17.59%
Maximum	127.97%	44.59%	34.51%	29.93%	28.70%
Std deviation	29.96%	9.90%	6.01%	2.98%	3.51%
Consistency
Above 0%	83.33%	99.84%	100.00%	100.00%	100.00%
Above 8%	69.73%	91.57%	99.64%	100.00%	100.00%
Above 12%	60.71%	87.56%	94.62%	100.00%	100.00%
Above 15%	55.68%	74.22%	83.65%	100.00%	100.00%
Coverage
Windows computed	2,940	2,444	1,951	1,455	717

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.35% a year more than Regular.

5-year rolling returns for SBI SMALL CAP FUND, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	21.42%	20.08%
Best window	34.51%from 24 Mar 2020	33.13%from 24 Mar 2020
Worst window	7.40%from 23 Mar 2015	6.08%from 23 Mar 2015
Windows computed	1,951	1,951

Common questions about SBI Small Cap Fund

What is the 5-year rolling return of SBI Small Cap Fund?: Across 1,951 overlapping 5-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.42% a year, with a median of 21.49%. The best 5-year stretch returned 34.51% a year and the worst returned 7.40%.
Has SBI Small Cap Fund ever lost money over 5 years?: No. Every one of the 1,951 5-year holding periods in this fund's history ended in profit. The weakest returned 7.40% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of SBI Small Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 21.42% a year on the Direct plan against 20.08% on the Regular plan, a difference of 1.35% a year.
What is the 1-year rolling return of SBI Small Cap Fund?: Across 2,940 overlapping 1-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 25.59% a year, with a median of 19.38%. The best 1-year stretch returned 127.97% a year and the worst returned -22.90%.
What is the 3-year rolling return of SBI Small Cap Fund?: Across 2,444 overlapping 3-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 22.21% a year, with a median of 22.07%. The best 3-year stretch returned 44.59% a year and the worst returned -0.77%.
What is the 7-year rolling return of SBI Small Cap Fund?: Across 1,455 overlapping 7-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.75% a year, with a median of 21.42%. The best 7-year stretch returned 29.93% a year and the worst returned 15.16%.
What is the 10-year rolling return of SBI Small Cap Fund?: Across 717 overlapping 10-year holding periods between 18 November 2013 and 16 October 2026, the Direct plan of SBI Small Cap Fund returned an average of 21.92% a year, with a median of 19.95%. The best 10-year stretch returned 28.70% a year and the worst returned 17.59%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.