|Blue Star||Consumer Durables||Equity||3.33%|
|Kalpataru Proj.||Capital Goods - Electrical Equipment||Equity||2.84%|
|Carborundum Uni.||Capital Goods-Non Electrical Equipment||Equity||2.68%|
|Finolex Inds.||Plastic products||Equity||2.68%|
|Lemon Tree Hotel||Hotels & Restaurants||Equity||2.61%|
|CMS Info Systems||Miscellaneous||Equity||2.59%|
|Chalet Hotels||Hotels & Restaurants||Equity||2.56%|
|V-Guard Industri||Capital Goods - Electrical Equipment||Equity||2.56%|
|Elgi Equipments||Capital Goods-Non Electrical Equipment||Equity||2.35%|
|Esab India||Capital Goods-Non Electrical Equipment||Equity||2.33%|
|SJVN||Power Generation & Distribution||Equity||2.28%|
|TTK Prestige||Consumer Durables||Equity||2.21%|
|Triveni Turbine||Capital Goods - Electrical Equipment||Equity||2.05%|
|Westlife Food||Quick Service Restaurant||Equity||1.97%|
|ZF Commercial||Auto Ancillaries||Equity||1.71%|
|G R Infraproject||Infrastructure Developers & Operators||Equity||1.64%|
|Grindwell Norton||Capital Goods-Non Electrical Equipment||Equity||1.57%|
|LIC Housing Fin.||Finance||Equity||1.56%|
|City Union Bank||Banks||Equity||1.42%|
|GE T&D India||Capital Goods - Electrical Equipment||Equity||1.33%|
|Hawkins Cookers||Consumer Durables||Equity||1.23%|
|VST Industries||Tobacco Products||Equity||1.19%|
|Go Fashion (I)||Textiles||Equity||1.03%|
|Engineers India||Infrastructure Developers & Operators||Equity||0.86%|
|Thangamayil Jew.||Diamond, Gems and Jewellery||Equity||0.67%|
|Indian Energy Ex||Miscellaneous||Equity||0.51%|
|Anand Rathi Wea.||Finance||Equity||0.48%|
|Graphite India||Capital Goods-Non Electrical Equipment||Equity||0.06%|
|Chemicals & Petrochemical||6.16%|
|Commercial Services & Sup||2.99%|
|Cement & Cement Products||1.62%|
|CigaretteS & Tobacco Prod||1.29%|
|Pharmaceuticals & Biotech||0.71%|
|Cash & Others||-0.06%|
|Exit Load||1.00% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment.|
SBI Mutual Fund’s SBI Small Cap Fund Direct-Growth is an Equity mutual fund scheme. This plan was introduced on September 9, 2009, and is presently managed by R. Srinivasan. The minimum SIP investment required for this scheme is ?500.
The SBI Small Cap Fund seeks to offer investors prospects for long-term capital appreciation by investing primarily in a well-diversified basket of small-cap equity securities. The fund invests a minimum of 65% of its assets in small-cap equities.
Additionally, the SBI Small Cap Fund may invest up to 35% of its assets in other stocks (including big and mid-cap firms) and/or debt and money market instruments. The fund employs a combination of growth and value investing styles and employs a bottom-up stock selection technique.
Pros & Cons
|Annualised returns are consistently greater than the category average over the last 1Y, 3Y, 5Y, and 10Y.||High AUM: 15335Cr. Funds with a larger AUM are likely to have lower future returns.|
|Alpha greater than 6.87 The fund has outperformed the S&P BSE 250 SmallCap Total Return Index during the last 3 years.|
|Category rank for 1Y: 3|
Who should invest in SBI Small Cap Fund Direct-Growth?
Small-cap funds are a good option for those with a high-risk tolerance who want to diversify their holdings. These funds are noted for their exceptional returns during bearish markets. When the market declines, however, these funds might be adversely impacted. Your investment portfolio might benefit from allocating some of its resources to the top small-cap mutual funds.
The SBI Small Cap Fund Direct-Growth is designed for investors that have a minimum investment horizon of between 5 and 7 years. You should prepare yourself for short-term volatility in your investments because of the nature of the asset class. The fund’s performance is measured against the S&P BSE 250 SmallCap Index TR INR as its benchmark.
What are the benefits of investing in the SBI Small Cap Fund Direct-Growth?
The SBI Small Cap Growth Direct Plan has produced returns of 5.5% over the last year, 28.8% for the past three years, 12.9% over the past five years, and 25.6% since the plan’s inception.
- Small-cap mutual funds are a wonderful way to diversify your holdings and earn above-average returns. SBI Small Cap Fund Direct-Growth may serve as high-value portfolio buffers, but only if you’re willing to take on a fair amount of risk.
- If you want to get the most out of your investment, you should put it toward something that won’t be needed for at least 7 to 10 years, such as your children’s college tuition, your retirement, a down payment on a house, or any number of other long-term goals.
- Units bought before January 31, 2018, and redeemed on or after April 1, 2018, are free from long-term capital gains tax on gains realised through that date. The DDT will be covered by the mutual fund.
- Fund Name
- Fund Size
- 3Y Returns
- Quant Small Cap Fund – Direct Growth
35.4%Fund Size - 8,075
48.4%Fund Size - 8,075
30.5%Fund Size - 8,075
- Nippon India Small Cap Fund – Direct Growth
34.4%Fund Size - 36,539
44.7%Fund Size - 36,539
25.4%Fund Size - 36,539
- HDFC Small Cap Fund – Direct Growth
38.7%Fund Size - 22,560
42.1%Fund Size - 22,560
20.8%Fund Size - 22,560
- ICICI Pru Smallcap Fund – Direct Growth
25.2%Fund Size - 6,989
40%Fund Size - 6,989
24.7%Fund Size - 6,989
- Franklin India Smaller Companies Fund – Direct Growth
33.9%Fund Size - 9,595
39.8%Fund Size - 9,595
19.5%Fund Size - 9,595
AMC Contact Details
Frequently Asked Questions
How to invest in SBI Small Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Small Cap Fund – Direct Growth ?
How to redeem SBI Small Cap Fund – Direct Growth holding ?
What is the minimum sip amount of SBI Small Cap Fund – Direct Growth?
What are the top sectors SBI Small Cap Fund – Direct Growth has invested in?
- Industrial Products - 15.05%
- Debt - 14.56%
- Consumer Durables - 13.12%
- Construction - 8.15%
- Leisure Services - 6.74%
Can I make investments in both the SIP and Lump Sum schemes of SBI Small Cap Fund – Direct Growth?
How much returns have SBI Small Cap Fund – Direct Growth generated ?
What is the expense ratio of SBI Small Cap Fund – Direct Growth ?
What is the AUM of SBI Small Cap Fund – Direct Growth?
What are the top stock holdings of SBI Small Cap Fund – Direct Growth?
How can I redeem my investments in SBI Small Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for SBI Small Cap Fund - Direct Growth?
No, there is no lock in period for SBI Small Cap Fund – Direct Growth.