Never miss a great news story!
Get instant notifications from Economic Times
AllowNot now


You can switch off notifications anytime using browser settings.
8,253.80-343.95
Stock Analysis, IPO, Mutual Funds, Bonds & More

SBI Small Cap Fund-Growth

GrowthDividend

Things you should consider

  • Riskometer
    SBI Small Cap Fund-Growth
    Investors understand that their principal will be at Moderately High risk.
  • Annualized Return for last 3 year
    -0.4%
    ?
    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 inception
    2 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

1 Month Low/High
52 Week Low/High

Asset Allocation

Loading...
Asset
Allocation
Equity
Debt
Others

Current vs Stated Allocation

EQUITY
DEBT
Others

Investment Growth

Loading...
Other MFs
Indices
ETFs
Stocks
NPS Schemes
Enter investment amount:
Rs. 500
Rs. 1000
Rs. 5000
OR
1 M
3 M
6 M
1 Y
3 Y
5 Y
Only one asset can be added for purpose of comparison

Existing investor

Evaluate your investment performance
OR

My Transactions

SCHEME NAME
LAST NAV
LAST NAV DATE
UNITS
AVG COST
AMOUNT INVESTED
CURRENT NETWORTH
SBI Small Cap Fund

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.

Data Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research

All times stamps are reflecting IST (Indian Standard Time). By using this site, you agree to the Terms of Service and Privacy Policy.

Other useful Links


Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service