Talk to Expert :
0
SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

  • ₹110.11 (-0.8549%)

    Current NAV 11-10-2024

  • 38.69%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Returns

Track investment returns to meet financial goals.

This Fund Category Avg. Benchmark
1W 0.03% 0.1% -1%
1M -0.37% -0.09% -0.17%
3M 3.29% 5.25% 3.04%
6M 18.83% 21.29% 10.79%
1Y 38.69% 44.21% 28.48%
2Y 27.03% 34.35% 21.75%
3Y 21.38% 22.76% 13.09%
5Y 29.61% 33.17% 18.72%
ALL 21.36% 24.27% 14.32%

Check out what are trailling and rolling returns of this fund ?

View Detail Return Analysis

1 Lac Users Opted for this Service

Free KYC Check

To know your eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next

lock Your personal information is secure with us

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Risk Analysis

Helps you understand the fund’s risk levels.

Standard Dev Sharpe Beta Alpha
Fund 11.59% 1.34% 0.6% 3.99%
Category 0% 0% 0% 0%

Riskometer

risk-meter-mobile
risk-meter

Investors understand that their principal will be at Very High risk

girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp

SIP Returns Calculator

A simple tool to calculate your SIP returns.

I know SIP amount

I know My Goal

I want to invest (Monthly)

Investment Duration (Yrs)
Expected Return Rate

Target Amount

Investment Duration (Yrs)
Expected Return Rate
  • Invested Amount
  • Estimated Returns
  • Future Value

Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!

Start SIP

Portfolio Summary (as on 31-May-2024)

An insight into your portfolio composition.

Equity92.74% Others7.29%

Equity Market Cap

Top 5 Sectors of Equity

Financial 18.36%

Services 14.7%

Consumer Discretionary 12.74%

Capital Goods 11.06%

Consumer Staples 9.09%

Top 5 Companies of Equity

Nifty 50% 27/06/2024 5.6%

Blue Star Ltd. 3.89%

Finolex Industries Ltd. 3.8%

Kalpataru Projects International Ltd. 3.79%

GE T&D India Ltd. 3.43%

Others Market Cap

Top 5 Sectors of Others

Others 7.29%

Top 5 Companies of Others

Others 11.02%

Others 2.1%

Others -5.83%

Check out the favourite sectors and companies of this fund

Detail Portfolio Analysis

Alternative Fund Category Peer View

Check out the other Mutual Funds in this category

3M 6M 1Y 3Y 5Y

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now

More Funds From SBI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 2.35% 9.6% 28.55% 69.04% 0%
SBI PSU Fund - Regular Plan -Growth 0.4% -3.39% 8.87% 63.33% 27.72%
SBI Infrastructure Fund - Regular Plan - Growth 0.55% 9.97% 21.68% 59.14% 29.94%
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 3.05% 15.26% 21.75% 55.42% 0%
SBI Long Term Equity Fund - Regular Plan- Growth 0.06% 3.37% 15.4% 52.23% 27.15%
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is the current NAV of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) as of 11-10-2024 is 110.1078.

What is the benchmark of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

SBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Is SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

What are the top 5 holdings of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

The fund's top 5 sectors holdings are Financial, Services, Consumer Discretionary, Capital Goods, Consumer Staples, Others

How can I redeem my investments in SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

Redeeming your investments in SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Who manages this fund, and what is their expertise?

Rama Iyer Srinivasan, Pradeep Kesavan, Mohan Lal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

What is the expense ratio of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the AUM or size of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is Rs 30836.77 Crs. Crs.

Should I invest in SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

How to start online SIP in SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)s?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

growth cross

Start SIP Now
Request call back
Add to Cart Successfully
<