SBI Small Cap Fund (G)

5
Small Cap NAV 53.3575 -1.07 06 December, 2019
  • 14.9%
  • 4Y 12M
SBI Small Cap Fund (G) was previously known as

SBI Small&Midcap Fund (G)

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 09 September, 2009
Benchmark S&P BSE Small Cap TRI
Asset Size(Cr) 2914.59 (As on Oct 31, 2019)
Min Investment -
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.29% (As on Oct 31, 2019)
Fund Manager R. Srinivasan

Investment Returns (As on 06 Dec, 2019)

  • 3 Month 11.06%
  • 6 Month 2.08%
  • 1 Year 9.55%
  • 3 Year 14.4%
  • 5 Year 14.9%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Fund Review

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Small Cap Fund (G) 9.55% 14.4% 14.9%
HDFC Small Cap Fund (G) -8.11% 9.33% 8.38%
Nippon India Small Cap Fund (G) -2.91% 9.13% 9.89%
L&T Emerging Businesses (G) -6.66% 9.02% 10.16%
Aditya Birla Sun Life Small Cap Fund (G) -8.8% 1.31% 5.76%

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SBI Small Cap Fund– The Boat that Sails to Treasure Island

If you’re looking forward to a profitable investment option, then SBI Small Cap Fund Growth will fit in aptly in your investment plan. The fund has got the energy of small cap stocks, and can be very lucrative in the long run. The fund has been operating for almost a decade in the Indian market, and has since garnered huge wealth and has also made a giant asset base. It is also regarded as one of the best small cap funds in India and can be easily subscribed online through MySIPonline.

To make a workable investment plan, it is imperative to know about the nitty-gritties of the funds that you want to pitch in. Here’s a detailed account of SBI Small Cap Fund Growth that’ll provide enough boost to your knowledge about investing, and will pave the way for making a solid future plan.

SBI Small Cap Fund Portfolio Planning

SBI Small Cap Fund G thrives on an equity-oriented mutual fund, where more than 97% of the capital is invested in equity and related instruments. Being a small cap fund, the fund is heavy on small cap stocks where more than 57% of the fund’s assets are parked. In addition, reasonable stakes have been bought in midcap stocks (37.58%) and giant cap stocks (4% approx.) to ensure that the portfolio is well nourished with diversification, and that the chance of a risky venture is minimised.

The Stock Concentration

The portfolio of SBI Small Cap Fund – Regular Plan Growth consists of 47 stocks. The top 10 stocks together account for 35.98% of the total assets, whereas the next 5 top stocks make up for about 21% of the total assets of the fund. This distribution is necessary to ensure a diverse environment within the portfolio, which ultimately affects the overall performance of the SBI Small Cap growth fund in the long run.

The Industries Involved

In order to extract the energy of different thriving sectors of the economy and achieve a comprehensive portfolio, stocks from different areas of the economy have been included in the portfolio. Industries like Financial & Banking, Construction, Engineering, FMCG, Textiles, and Services form the portfolio. This diversity ensures that the SBI Small Cap growth fund always performs well, and in case any of these areas fail the other will mitigate for the shortage.

SBI Small Cap Fund – The Essentials

The Origin

SBI Small & Mid Cap Fund Growth was started in September, 2009 with an aim to provide a platform for making long-term wealth creation plans. The fund was launched by one of the largest asset management companies in India, SBI Mutual Fund, in an attempt to boost the growth of the mutual fund market. SBI Small Cap is a small cap mutual fund, having an aggressive portfolio geared towards wealth building and capital appreciation.

The Management

The fund management team of SBI Small Cap Fund – Regular Plan Growth includes Mr. R. Srinivasan, who’s a qualified and highly experienced individual. He has worked for top companies such as Motilal Oswal Mutual Fund, Principal PNB AMC, and Oppenheimer & Co., and thus has mastered the art of efficient fund management. Mr. Srinivasan looks out for soaring opportunities for long-term capital growth, and hence, pins on a diversified portfolio that dwells the necessary energy to meet this objective.

The Wealth

SBI Small Cap Fund G boasts a large asset pool, which currently value ₹1992 crore as on 30th April 2019. The fund has able to manage its assets quite well, since it hasn’t faced any major depletion in its resources and have kept the growth rate steady. This wealth is assumed to inflate by a remarkable rate in the future, given the rate of subscription and the increasing demand for such products in the market.

The Management Expenses

The fine fund management skills of Mr. Srinivasan extends to the benefit of SBI Small Cap Fund Growth in a number of ways. Over the years, with his fine sense of judgement and conviction, he has been able to keep the fund management expenses to a reasonable level. The expense ratio of the fund was last recorded at 2.41%, which is decent enough to manage a fund of this size. Further, the turnover ratio has also not shown abnormal rise and stayed around 60%, instigating the belief that the initially drawn portfolio has been drawn with care and caution and doesn’t require frequent revisions.

The Past Performance of SBI Small Cap Fund Growth

Analysing the past results is one of the first things that you’d want to know while placing your trust in a fund. If the results are consistent and show signs of further increase, then it’s a green signal for you to invest in that fund. Investment in SBI Small Cap Fund has given marvellous returns in the past, outperforming the benchmark and creating new milestones in the industry. With an average yield of 18.33% till date, SBI Small Cap stands among the top small cap plans to buy in India. Also, the fund is ranked no. 1 in the small cap category on the basis of the past five year average performance, which stands at 24.06% earned annually.

The Mode of Investment in SBI Small Cap Fund

There are two ways to buy a stake in SBI small and midcap fund – lump sum or SIP investment. However, it is always easier to buy an SIP plan in a fund as it allows you to break your budget in smaller pieces and invest over a course of time, unlike the lump sum method where the entire amount is demanded all at once. Also, under the SIP investment plan you enjoy the benefit of rupee cost averaging and get the chance to let your funds pass through the entire market cycle. After making an initial investment of just ₹5000, you can quickly start your monthly SIPs in SBI Small Cap Fund G online which is just ₹500. You have the option to increase in this amount in future, and can also stop investing whenever it feels wrong.

Mutual fund investments have created a lot of buzz in the recent years, all thanks to the convenient online investing. With the introduction of the SIP investment, the craze for making investment in this area has grown bigger than ever. MySIPonline works with a mission to provide best investment solutions to the prospective buyers, irrespective of their investment profile. Till date, we have catered to the needs of more than 1 lac happy customers and have helped them realize their goals in a much arranged manner. We host popular and top-performing funds on our website and provide essential information on them to make your investment experience smooth and easy. Our daily updates on the financial market have also helped numerous investors in accomplishing a solid investment plan. Our YouTube channel, The Mutual Fund Talk, has already gained a lot of popularity and has reached to more than 21000 subscribers. Here, you get all the information about the best mutual funds, besides gaining an insight on the latest happenings in the mutual fund market.

Hence, if you are in need of a high energy plan and are ready to take some risks for building a good corpus, then you’re suggested to invest in SBI Small Cap Fund (G). The fund has excellent chance of wealth expansion in future, and hence, can take you places! Get in touch with MySIPonline for any further clearance. We’re available Mon-Sat, 9-6!

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