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SBI Small Cap Fund(IDCW)

IDCW

EquitySmall Cap Fund

Large-size FundAssets Under Mgmt: ₹ 33,285 Cr

Very High RiskPrinciple investment will be at very high risk

139.152.07% (-2.95)

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EquitySmall Cap Fund

Large-size FundAssets Under Mgmt: ₹ 33,285 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.67	52.33	1.82

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.24	53.15	1.70

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

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

Comparing 3 mutual funds from
EquitySmall Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Small Cap Fund(IDCW)	29.75%	22.31%	22.06%
Nippon India Small Cap Fund(IDCW)	21.84%	22.27%	21.76%
HDFC Small Cap Fund(IDCW-Reinv)	17.04%	17.38%	14.12%
Quant Small Cap Fund(IDCW)	29.53%	29.38%	17.42%

Price Comparison

Compare SBI Small Cap Fund(IDCW) with any MF, ETF, stock or index

SBI Small Cap Fund(IDCW)

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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
₹ 7,72,903.93 Cr.

Fund Manager Profile

R. Srinivasan

AUM: ₹1,69,876.52 Cr.

Exp: 19yrs

Mohan Lal

AUM: ₹33,654.31 Cr.

Exp: 17yrs

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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