SBI Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Temporarily restricted by fund house

SBI Small Cap Growth Direct Plan

NAV
₹197.4405
+1.52%
(25 Jun)
AUM
34,028 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Top searched fund this month
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
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Compare with other fund
1Y
+15.9%
+12.4%
+5.4%
+3.7%
-0.9%
-2.8%
3Y
+37.5%
+33.9%
+35.4%
+27.2%
+22.8%
+32.9%
5Y
+38.1%
+35.6%
+30.5%
+33.8%
+30.0%
+45.8%
ALL
+35.8%
+26.0%
+24.0%
+16.6%
+24.5%
+18.3%
VOL
17.7%
18.5%
20.8%
-
15.5%
15.4%
TER
0.4%
0.4%
0.6%
-
0.7%
0.7%
AUM
₹11,744 Cr
₹6,823 Cr
₹2,504 Cr
-
₹34,028 Cr
₹28,205 Cr
INFO
2.02
1.41
1.16
-
1.59
1.19
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps
15.5%
SBFC Finance Ltd
3.0%
Kalpataru Projects International Ltd
2.6%
Margin Amount For Derivative Positions
2.6%
Chalet Hotels Ltd
2.6%
E I D Parry India Ltd
2.6%
K.P.R. Mill Ltd
2.5%
Krishna Institute of Medical Sciences Ltd
2.5%
City Union Bank Ltd
2.4%
DOMS Industries Ltd
2.4%
Top industry exposure
Industrials
25.2%
Consumer Cyclical
19.6%
Basic Materials
13.0%
Financial Services
12.7%
Consumer Defensive
4.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
17%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
Fund manager(s)
R. Srinivasan
Mohan Lal

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