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Asset Size:3476Cr
Expense Ratio:2.19%
Fund Manager(s):R. Srinivasan,
5year Returns:6.63%

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SBI Small Cap Fund Regular Plan Growth

SBI Mutual Fund       

Equity
Small-Cap

Nav : 40.2979 ( -0.19%) April 3rd, 2020

People currently viewing this : 1

Rank (of 245)

19

Annualized Returns(5 yrs)

6.63%

Investment Horizon

>5 Yr

Doubled Money

10yrs 10m

Returns since September 9th, 2009

14.1%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.2L

Projected Maturity Amount

87.4L

SBI Mutual Fund     

Equity
Small-Cap

Nav : 40.2979 ( -0.19%) April 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.

Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.2L

Projected Maturity Amount

87.4L

Rank (of 245)

19

Annualized Returns(5 yrs)

6.63%

Investment Horizon

>5 Yr

Doubled Money

10yrs 10m

Returns since September 9th, 2009

14.1%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
September 9th, 2009
Expense Ratio
2.19%
Fund Category Risk
High
Std Dev (1Yr)
29.347
Std Dev (3Yr)
24.171
Std Dev (5Yr)
21.752
Asset Size
3476Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.1 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website