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.