SBI Small Cap Fund Direct Growth-0.24%

5Groww
38.42%
1 Year Return
Equity
Small Cap
5.0 star
6M
1Y
3Y

Fund Details

SBI Small Cap Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.13%
NAV54.1 (08 Jul 2019)
Fund Started02 Jan 2013
Fund Size2,255 Cr

Fund Overview

Quick overview of SBI Small Cap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Small Cap Fund Direct Growth
38.4%
25.0%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 38.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Alembic Ltd.HealthcareEquity3.1%
    See All

    Fund Managers

    addR. Srinivasan
    Education
    Mr. Srinivasan is M.Com and MFM.
    Experience
    Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
    Funds Managed

    Other Details

    SBI Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Rama Iyer Srinivasan is the Current Fund Manager of SBI Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,255 Cr and the Latest NAV as of 08 Jul 2019 is ₹54.1.

    The SBI Small Cap Fund Direct Growth is rated High risk. Minimum SIP Investment is 500. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The Scheme seeks to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equityrelated securities of companies identified as industry leaders.However, there can be no assurance that the investment objective of theScheme will be realized and the Scheme does not assure or guaranteeany returns.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    28 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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