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SBI Small Cap Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.66 | 52.14 | 1.77 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 52.78 | 1.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| BSE 250 Small Cap - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Small Cap Fund | 28.61% | 17.72% | 25.78% |
| Nippon India Small Cap Fund | 33.88% | 26.21% | 26.91% |
| HDFC Small Cap Fund | 26.81% | 22.30% | 20.90% |
| Quant Small Cap Fund | 38.23% | 24.86% | 19.34% |
Price Comparison
Compare SBI Small Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Finolex Industries Ltd3M change : -0.19 %
Holdings
3.17 %
-0.19 % - Blue Star Ltd3M change : -0.56 %
Holdings
3.13 %
-0.56 % - Kalpataru Projects International Ltd3M change : -0.73 %
Holdings
3.04 %
-0.73 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,68,470.42 Cr.
Fund Manager Profile
R. Srinivasan
AUM: ₹1,90,884.75 Cr.
|
Exp: 19yrs
Mohan Lal
AUM: ₹33,475.92 Cr.
|
Exp: 17yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%