SBI Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.88 | 24.26 | 24.7 | 21.39 |
Average Rolling Returns(%) | 31.41 | 26.25 | 22.65 | 26.11 |
The Current NAV of SBI Small Cap Fund - Growth - Direct Plan is ₹180.43.
You can consider SIP in SBI Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
SBI Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.69%
The process for redemption is
The AUM of SBI Small Cap Fund - Growth - Direct Plan is currently ₹25,435 Crores.
The Top three stocks are Blue Star, Kalpataru Projects and Chalet Hotels and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.
Top three sectors of SBI Small Cap Fund - Growth - Direct Plan fund are Capital Goods, Construction & Infrastructure and BFSI accounting for 38% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
R. Srinivasan manages the SBI Small Cap Fund - Growth - Direct Plan Fund.
SBI Small Cap Fund - Growth - Direct Plan current PE ratio is 50.57 and PB ratio is 8.43
The asset allocation of SBI Small Cap Fund - Growth - Direct Plan is Stocks : 88.63%, Debt : 11.41% and Gold : 0%
The minimum SIP amount for SBI Small Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Small Cap Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year