SBI Small Cap Fund Regular Plan Growth
SBI Small Cap Fund Regular Plan Growth5Morning Star
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Min amount: ₹500
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|Risk||Moderately High risk|
|Exit Load||1% for 365 Days|
More about this fund
|Dixon Technologies (India) Ltd||4.54%|
|Hawkins Cookers Ltd||4.07%|
|JK Cement Ltd||3.99%|
|Hatsun Agro Product Ltd||3.9%|
|CSB Bank Ltd Ordinary Shares||3.77%|
|Relaxo Footwears Ltd||3.51%|
|Tube Investments of India Ltd Ordinary Shares||3.51%|
|Blue Star Ltd||3.46%|
|Triveni Turbine Ltd||2.98%|
|Carborundum Universal Ltd||2.97%|
About SBI Small Cap Fund
The investment objective of the scheme is to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing in a diversified basket of equity stocks of small cap companies. The scheme follows a bottom-up approach to stock-picking and choose companies within the small cap space. The Scheme is benchmarked against S&P BSE Small Cap.
Pros & Cons of SBI Small Cap Fund
Distinctive features of SBI Small Cap Fund is as below:
- The scheme is ranked No 2 in Small Cap Fund category by Crisil for quarter ending 30 September 2018 which is unchanged from last quarter;
- This Scheme has widened its margin of outperformance relative to its category and benchmark in the last one year, earning itself a five-star rating.
- The fund looks for five attributes in the stocks it buys: competitive advantage, return on capital, growth, management and valuation.
Fund information & Statistics of SBI Small Cap Fund
i) Inception / Launch date
The Scheme was launched on 9 September 2009 and currently the asset under management stands at Rs 1,141 Crore (as at 31 Oct 2018). The Scheme was formerly known as SBI Small & Midcap Fund which was renamed as SBI Small Cap Fund w.e.f. 16 May 2018.
ii) Risk level
The Riskometer of the Scheme is “Moderately High Risk” and suitable for investors who are looking for capital growth over long-term.
Redemption proceeds are generally dispatched within 10 business days from the date of receipt of request. Exit load is charged if the redemptions are requested within 12 months of purchase.
iv) Fund Manager
The Scheme is currently being managed by Mr. R Srinivasan who is managing the Scheme since November 2013. Mr. Srinivasan is now the Head of Equity (SBI Funds Management). He has an experience of more than 25 years in equities having worked with various brokerage houses.
v) Entry / Exit load
The Scheme charges exit load of 1% in the case the investments are less than 1 year. For investments more than 1 year, no exit load is being charged.
About SBI Mutual Fund
Having 30 years of rich experience in fund management, SBI Mutual Funds is moving forward with their expertise. Their strong connection goes back to State Bank of India (SBI); India's largest bank.
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Min amount: ₹500
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