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 IDCW Reinvest (DR)
₹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 Sep
Top holdings
Treps
14.5%
Ather Energy Ltd
3.2%
Kalpataru Projects International Ltd
2.8%
E I D Parry India Ltd
2.7%
SBFC Finance Ltd
2.7%
Chalet Hotels Ltd
2.6%
City Union Bank Ltd
2.5%
182 Day T-Bill 27.02.26
2.5%
Krishna Institute of Medical Sciences Ltd
2.4%
DOMS Industries Ltd
2.3%
Top industry exposure
Industrials
26.0%
Consumer Cyclical
20.3%
Financial Services
13.4%
Basic Materials
13.1%
Consumer Defensive
3.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
14%
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.