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SBI SMALL CAP FUND GROWTH

11.95%
1 Year Returns
Equity
Small Cap
5.0
Created with Highcharts 6.2.0Series 1Highcharts.com
1Y3Y5Y

Fund Details

Risk RatingModerately High
Min SIP Amount₹500.00
Expense Ratio1.91%
Fund Ranking/
NAV₹58.33
Fund Started09-Sep-09
Fund Size₹4270 Cr
Lock in Period0

Exit load : 1% , 1% on or before 1Y, Nil after 1Y

Created with Highcharts 7.0.3Holding Analysis
cash & equivalent
6.6%
equity
93.1%
preference shares
0.4%
Created with Highcharts 7.0.3Sector Allocation
Industrial Products
12.94%
Consumer Durables
10.90%
Chemicals
10.27%
Consumer Staples
7.66%
Cash/Deposits/Margins/Treps/Repo/Swaps
6.55%
Cement
5.87%
Name
% Assets
Value(Cr)
PI Industries Ltd.
4.7
202
Elgi Equipments Ltd.
4.1
176
JK Cement Ltd.
3.5
151
Dixon Technologies (India) Ltd.
3.4
145
Hawkins Cookers Ltd.
3.4
145
TREPS
3.3
143
Hatsun Agro Product Ltd.
3.3
141
Navin Fluorine International Ltd.
3.3
139
City Union Bank Ltd.
3.1
133
Carborundum Universal Ltd.
3.1
131
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  • This fund has higher expense ratio.
  • This Fund has started 11 years ago
  • The fund has a low AUM of 4270 Cr.
Description:

SBI Small Cap Fund comes under Equity Mutual Fund scheme type. SBI Small Cap Fund was launched on 09-Sep-09 and managed by SBI Funds Management Private Limited. The current fund manager of SBI Small Cap Fund is R. Srinivasan. SBI Small Cap Fund has an AUM of ₹4270.27 Cr.

The SBI Small Cap Fund is rated Moderately High.Minimum SIP Investment is ₹500.00.

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.

Launch Date9 Sep 2009
Address191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005
Assets₹4270.27 Cr
Emailpartnerforlife@sbimf.com

Download Scheme document: Download


Estimated returns as per past year
63397.819
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