SBI Funds Management Private Limited

SBI Small Cap Fund - Regular Plan - Growth

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return19%
  • 3 yr return33.1%
  • 5 yr return20.6%
  • Expense Ratio1.66%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees20017.7
  • NAVRupees135.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video

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Investment 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • TREPS 12.7
  • Blue Star Ltd 3.3
  • SBFC Finance Ltd. 2.9
  • Kalpataru Power Transmission Ltd 2.8
  • Carborundum Universal Ltd 2.6
  • Finolex Industries Ltd 2.6
  • Lemon Tree Hotels Ltd 2.6
  • CMS Info Systems Ltd 2.5
  • Chalet Hotels Ltd 2.5
  • V-Guard Industries Ltd 2.5
  • Krishna Institute Of Medical Sciences Ltd 2.3
  • Sectors %
  • Industrial Products14.5
  • Cash/Deposits/Margins/Treps/Repo/Swaps14.2
  • Consumer Durables12.4
  • Construction8
  • Leisure Products7.1

Fund House