Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.71 % | 4★ | ₹15,348 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.71 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹15,348 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.1% | 25.6% | 13.2% | 25.1% | ||||
| Category Average | -3.9% | 20.8% | 6.1% | - |
Scheme Allocation
Holding
Sector
Asset
Blue Star
Vedant Fashions
V-Guard Industri
Finolex Inds.
Carborundum Uni.
Others
Fund House Details
SBI Small Cap Fund
Fund Manager
R Srinivasan
Exit Load
| 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. |
|---|
Advance Ratio
| 0.02 | 0.94 | 0.61 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
Equity | Sectoral / Thematic Mutual Funds1.2%28.3%22.1%1Y3Y5Y
-
-
-
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
You can invest in SBI Small Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Small Cap Fund 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"
The SBI Small Cap Fund has delivered 25.1% since inception
The NAV of SBI Small Cap Fund is ₹122.6 as of 27 January 2023.
The expense ratio of SBI Small Cap Fund is 0.71 % as of 27 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
