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 28th Feb
Top holdings
Treps
14.5%
DOMS Industries Ltd
2.8%
SBFC Finance Ltd
2.8%
Chalet Hotels Ltd
2.5%
Margin Amount For Derivative Positions
2.4%
Kalpataru Projects International Ltd
2.4%
CMS Info Systems Ltd
2.4%
AAVAS Financiers Ltd
2.3%
Blue Star Ltd
2.3%
Cholamandalam Financial Holdings Ltd
2.3%
Top industry exposure
Industrials
25.6%
Consumer Cyclical
18.6%
Financial Services
16.2%
Basic Materials
11.0%
Consumer Defensive
4.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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.