SBI Small Cap Fund-Growth

GrowthDividend

Things you should consider

  • Riskometer
    SBI Small Cap Fund-Growth
    Investors understand that their principal will be at Moderately High risk.
  • Annualized return for the last 3 years
    4.23%
    ?
  • Suggested Investment Horizon
    >3 years
    ?
  • Average time taken to double the money since inception
    2 years 7 m
    ?
  •  

Fund NAV Range

1 Month Low/High
52 Week Low/High

Asset Allocation

ASSET
ALLOCATION (%)
Equity
95.42
Debt
0.00
Others
4.58

Current vs Stated Allocation

EQUITY
DEBT
OTHERS

Investment Growth

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Top 5 Peer Comparison

SBI Small Cap Fund-Growth
1 Year Return
12.10 %
3 Years Return
4.23 %
Axis Small Cap Fund Regular-Growth
1 Year Return
9.46 %
3 Years Return
8.60 %
Nippon India Small Cap Fund - Growth
1 Year Return
10.47 %
3 Years Return
0.01 %
Kotak Small Cap Fund Regular-Growth
1 Year Return
14.90 %
3 Years Return
2.16 %
HDFC Small Cap Fund Regular-Growth
1 Year Return
-1.55 %
3 Years Return
-1.52 %

My Transactions

SBI Small Cap Fund

SBI Small Cap Fund is an open-ended Equity mutual fund scheme that follows the small cap asset allocation investment strategy. The fund currently manages assets worth of Rs. 2,255 rore as on July 31, 2019

The investment objective of the fund is 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, according to SBI Mutual Fund.

“SBI Small Cap Fund follows a blend of growth and value style of investing with bottom-up investment strategy for stock selection. Also, the fund invests a minimum of 65% in small cap stocks. Apart from that, the fund has the flexibility to invest up to 35% exposure in other equities (including large and mid cap companies) and/or debt and money market instruments,” according to SBI Mutual Fund.

Minimum investment required is Rs 5000, and minimum additional investment is Rs 1,000. Minimum SIP investment is Rs 500.

SBI Small Cap Fund is managed by R. Srinivasan, who has been managing the fund since November 2013.

The suggested investment horizon for investing in SBI Small Cap Fund is three years and above. According to SBI Mutual Fund, the fund is suitable for investors with moderate high risk tolerance.

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