SBI Small Cap Fund - Regular Plan - Growth

About SBI Small Cap Fund

SBI Smallcap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.

SBI Small Cap Fund - Investment Objective

The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity & equity-related securities of small-cap companies.

SBI Small Cap Fund - Benchmark

The Benchmark of the scheme is S&P BSE Small Cap Index TRI.

Investment Details

SBI Small Cap Fund - SIP Details

Loads

Entry Load: Nil

Exit Load:

If units are redeemed or switched out within 1 year - 1%

If units are redeemed or switched out after 1 year - Nil

Suitability

SBI Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years & above.

Taxation:

As the fund predominantly invests in equity securities, Axis Bluechip Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:

• If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
• If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.

SBI Smallcap Fund’s Asset Allocation

Under normal conditions, the pattern of asset allocation is as follows:

Who should invest in SBI Small Cap Funds?

Small cap funds are those equity mutual funds that invest in equity & equity-related securities of companies beyond the top 250 companies in terms of market capitalization. 

These companies have small market shares but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.

Investments in SBI Bluechip Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky & more volatile as compared to investments in other equity fund categories.

Investors with a high-risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.

Eligibility - Who can invest? 

The following people are eligible to invest in this scheme:

• Indian Resident Adults (single holder or on a joint basis)
• Hindu Undivided Family
• Partnership entities
• Limited Liability Partnership units
• Minor through parent or a legal guardian
• Sole Proprietor
• Corporates, PSUs & others.
• NRIs/POIs/OCIs
• Banks & Financial Institutions
• Religious & Charitable Trusts
• Defense & paramilitary units
• Foreign Portfolio Investors
• Pension/Provident/Gratuity Funds
• Trustee, AMCs or Sponsors
• Other schemes of Axis or other mutual funds
• Alternative Investment Funds
• Others

How to invest SBI Small Cap Fund?

You can invest in the SBI Small cap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.

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