|Fund Type||Open Ended|
|Benchmark||S&P BSE Small Cap TRI|
|Asset Size(Cr)||1504.4 (As on Jan 31, 2019)|
|Fund Manager||R. Srinivasan|
|Notes||SBI Mutual Fund has acquire Daiwa Mutual Fund w.e.f. November 16, 2013. Pursuant to this all the schemes of Daiwa Mutual Fund has been renamed to SBI Mutual Fund, Daiwa Industry Leaders Fund rename has SBI Small & Midcap Fund.|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|HDFC Small Cap Fund (G)||-11.42%||20.1%||19.28%|
|L&T Emerging Businesses (G)||-16.14%||19.96%||%|
|Reliance Small Cap Fund (G)||-18.61%||16.67%||25.04%|
|Axis Small Cap Fund - Regular Plan (G)||-9.26%||12.06%||21.43%|
|Aditya Birla Sun Life Small Cap Fund (G)||-24.61%||11.9%||18.26%|
|Period||Returns (%)||NIFTY MIDCAP 50 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
SBI Small Cap is the emerging star of small-cap mutual funds’ category and was introduced by SBI Mutual Fund on Sept 09, 2009. As the name suggests, the fund urged to invest in the companies which have low market capitalisation as compared to the mid-cap and large-cap companies but have high growth potential. So, if you are looking for investing through an online SIP for a long-term, you can invest in the fund. Though, SBI Small Cap Fund suspended taking any fresh investment in October 2015, the services was resumed again in May 2018. This is because it had to invest beyond the 401st in terms of the market capitalisation, but after SEBI’s new rules, it can invest in the stocks beyond 251st companies. Further, to restrict the excess inflows, it has inserted an investment cap at Rs 25,000 through SIP mode on a single PAN. Besides, to support the regular income needs of the investors, it also parks a small percentage in the debt and money market instruments.
SBI Smallcap has tried to restrict the exposure to risk and offer risk-adjusted returns by investing in various sectors and industries. The fund manager, Mr R Srinivasan furthermore, follows the blend of growth and value investment approach to provide consistent returns in both the cycles. This also helps the fund management team to diversify the assets in both the areas as well as hold a large number of assets. Further, it follows the bottom-up approach for picking-up the stocks of small-cap companies or emerging companies.
Besides its all the investment strategies, the fund manager of SBI Small-Cap Fund follows the following parameters for investing or picking up a stock:
As we know, SBI Small Cap Fund Regular Growth is an open-ended scheme, which invests in the stocks of small-cap companies. Therefore, it aims to create wealth for the investors in the long run. So, let’s see how the fund has performed in the past on the long-term basis in the points provided below:
If you are an active investor, understand the risk prevailing in the market as well as have a long duration to stay invested, then SBI Small Cap Fund G will be a good choice for you. Being a high-risk scheme, it is highly recommended that you should buy this only if you can bear the volatility as well as ups and downs in your investment values due to the fluctuating market.
So, if you wish to achieve your financial objectives with a bit high risk in the next seven to ten years, then you must start your online investment in SBI Small Cap growth scheme right away at MySIPonline. We will assist you in simplifying the entire mutual fund investment process, making your journey a success.
Please fill the below form and an investment advisor
will get back to you within 24 hours.