Things you should consider
- RiskometerInvestors understand that their principal will be at Moderately High risk.
- Annualized Return for last 3 year-0.58%?Return generated by the fund in the specified time. For time periods less than or equal to 1 year, returns are absolute whereas for periods greater than 1 year, returns are annualized.
- Suggested Investment Horizon>3 years?The minimum time required for holding investments in the fund to reduce its downside risk and ensuring that the returns become more predictable.
- Average Time taken to double the money since inception2 years 7 months?The average time taken by the fund to double investor’s money. Daily rolling frequency is considered to compute the average time.
Fund NAV Range
Current vs Stated Allocation
Top 5 Peer Comparison
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.