SBI Small Cap Fund Direct Plan Growth
- 23.25%
- (+1.27)104.8903
Min amount: ₹1,000 | Max amount: ₹25,000
Calculate Returns
₹0 in a period of 20 years
- Fund Summary
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 23.25% |
| 3 Years | 23.38% |
| 1 Year | 90.26% |
| 6 Months | 34.73% |
| Fund Details | |
|---|---|
| ISIN | INF200K01T51 |
| Risk | Very High Risk |
| Fund Type | Small-Cap |
| NAV | 104.8903 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Elgi Equipments Ltd | 4.36% |
| V-Guard Industries Ltd | 3.7% |
| Carborundum Universal Ltd | 3.53% |
| Treps | 3.39% |
| Navin Fluorine International Ltd | 3.26% |
| Sheela Foam Ltd | 3.26% |
| JK Cement Ltd | 3.14% |
| Kalpataru Power Transmission Ltd | 2.94% |
| Hatsun Agro Product Ltd | 2.8% |
| Rossari Biotech Ltd Ordinary Shares | 2.62% |
About SBI Small Cap Fund - Direct Plan - Growth
The SBI Small Cap Fund - Direct Plan - Growth aims to offer capital growth in the long-run by investing in stocks of small-cap companies. The asset allocation is mostly towards small companies with market capitalization less than Rs 500 crore.
Pros and Cons of SBI Small Cap Fund - Direct Plan - Growth
The SBI Small Cap Fund - Direct Plan - Growth gives the investors the chance to earn higher return as compared to large-cap funds. On the flip side, the fund is extremely volatile with chances of high losses on a market correction. It is not as safe as large-cap funds and individuals not willing to take risk may look at other options.
Fund Information and Statistics
i) Inception/Launch Date
The SBI Small Cap Fund was launched on 01 January 2013.
ii) Risk Level
The SBI Mutual Fund has categorised SBI Small Cap Fund as 'moderately high' risk. This fund has a higher risk as compared to large-cap funds.
iii) Redemption
SBI Small Cap Fund is open-ended and you can withdraw at any time. You must factor the applicable exit load charges and capital gains tax.
iv) Fund Manager
Mr R. Srinivasan is the current fund manager of the SBI Small Cap Fund.
v) Entry/Exit Load
There is no entry load as per the Securities and Exchange Board of India (SEBI) norms. An exit load of 1% applies on redeeming your investment within a year.https://cleartax.in/mf/sbi-mutual-fund
About SBI Mutual Fund
SBI Mutual Fund was established as a joint venture between State Bank of India and AMUNDI (France) in 1987. It has State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee. SBI Mutual Fund is the largest fund house in India by asset size, with total assets under management (AUM) of Rs 3,64,362 crore as of June 2020.
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Min amount: ₹1,000 | Max amount: ₹25,000
Calculate Returns
₹0 in a period of 20 years
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns