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

SBI Small Cap Growth Direct Plan

NAV
₹203.8028
-0.11%
(21 Jul)
AUM
35,696 Cr
TER
0.75%
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
+13.7%
+12.4%
+4.8%
+3.7%
+0.2%
-2.4%
3Y
+36.0%
+32.0%
+33.5%
+25.7%
+22.2%
+31.3%
5Y
+38.3%
+35.6%
+30.6%
+33.8%
+30.2%
+44.5%
ALL
+36.0%
+26.2%
+24.3%
+16.4%
+24.7%
+18.5%
VOL
17.6%
18.4%
20.7%
-
15.4%
15.4%
TER
0.4%
0.4%
0.5%
-
0.8%
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
₹2,641 Cr
-
₹35,696 Cr
₹29,629 Cr
INFO
2.05
1.42
1.17
-
1.60
1.20
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 30th Jun
Top holdings
Treps
14.9%
E I D Parry India Ltd
2.9%
SBFC Finance Ltd
2.8%
Kalpataru Projects International Ltd
2.7%
City Union Bank Ltd
2.6%
Deepak Fertilisers & Petrochemicals Corp Ltd
2.5%
Chalet Hotels Ltd
2.5%
Margin Amount For Derivative Positions
2.5%
K.P.R. Mill Ltd
2.5%
Cholamandalam Financial Holdings Ltd
2.4%
Top industry exposure
Industrials
24.7%
Consumer Cyclical
19.3%
Financial Services
13.9%
Basic Materials
13.5%
Consumer Defensive
4.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
16%
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

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