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

SBI Small Cap Growth Direct Plan

NAV
₹179.5407
+1.00%
(15 May)
AUM
27,760 Cr
TER
0.67%
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
+71.4%
+65.2%
+54.2%
+48.5%
+45.6%
+36.6%
3Y
+31.1%
+35.2%
+32.7%
+32.7%
+26.8%
+24.4%
5Y
NA
+42.0%
+26.3%
+27.7%
+27.7%
+27.3%
ALL
+38.6%
+19.7%
+22.8%
+23.4%
+16.3%
+26.1%
VOL
16.8%
14.9%
15.5%
16.8%
-
15.4%
TER
0.4%
0.6%
0.9%
0.7%
-
0.7%
AUM
₹4,994 Cr
₹20,164 Cr
₹12,587 Cr
₹14,619 Cr
-
₹27,760 Cr
INFO
2.29
1.32
1.47
1.39
-
1.69
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 Apr
Top holdings
Treps
12.0%
Blue Star Ltd
4.2%
Kalpataru Projects International Ltd
4.0%
Finolex Industries Ltd
3.2%
GE T&D India Ltd
3.1%
Chalet Hotels Ltd
3.0%
SBFC Finance Ltd
2.8%
Lemon Tree Hotels Ltd
2.8%
Carborundum Universal Ltd
2.5%
City Union Bank Ltd
2.5%
Top industry exposure
Industrials
33.9%
Consumer Cyclical
18.9%
Financial Services
13.3%
Basic Materials
10.2%
Consumer Defensive
4.9%
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
Pradeep Kesavan
Mohan Lal

FAQs