Sbi small cap fund

Small-cap mutual funds primarily invest their fund corpus in stocks of companies with a market capitalisation of less than Rs.5,000 crore. They are a sub-category of equity mutual funds, and thus their performance is impacted by market fluctuations. That said, the best small-cap mutual fund s have the potential to generate substantial returns in the long term. Fund Name Category Risk 1Y Returns Rating Fund Size(in Cr) Equity Very High 44.4% 5 ₹4,688 Equity Very High 32.1% 5 ₹13,183 Equity Very High 42.9% 4 ₹28,779 Equity Very High 32.0% 4 ₹5,466 Equity Very High 27.2% 4 ₹5,986 Equity Very High 26.9% 4 ₹9,883 Equity Very High 42.0% 4 ₹4,458 Equity Very High 34.8% 4 ₹490 Equity Very High 35.8% 4 ₹1,756 Equity Very High 29.7% 4 ₹17,572 Equity Very High 36.1% 3 ₹9,531 Equity Very High 48.8% 3 ₹17,333 Equity Very High 44.3% 3 ₹8,067 Equity Very High 30.8% 3 ₹155 Equity Very High 30.1% 3 ₹820 Here are some features of small-cap mutual funds: Asset allocation: According to the Securities and Exchange Board of India (SEBI) rules, small-cap funds must allocate at least 65% of their investment corpus to small-cap stocks. Risk-reward ratio: The top small-cap mutual funds are associated with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. Nevertheless, they can generate substantial returns and even outperform other equity-oriented funds over the long term. Taxability Short-term capital gains tax: If the holding period of the units sold is les...

The Forbes Advisor editorial team is independent and objective. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site. This comes from two main sources. First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Second, we also include links to advertisers’ offers in some of our articles. These “affiliate links” may generate income for our site when you click on them. The payment we receive from advertisers does not influence the recommendations or guidance our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath Regulatory Services. Forbes Advisor may earn a commission on sales made from p...

R Srinivasan, Chief Investment Officer (Equity), SBI Funds Management, said the Nifty index had delivered negative returns of 0.6 per cent last fiscal against 19 per cent in the previous fiscal. Though value has come back after a long period of underperformance, this year will be of consolidation in equity markets, he said at the launch of SBI Funds’ Periscope Yearbook FY23-24 here on Tuesday. Also read: Mid- and small-caps have had sharp swings in performance, settling down to a neutral zone. “We continue to favour a bottom-up strategy, focusing on long-term earnings compounders. Multi-baggers will continue to emerge from this space,” he said. On sharp rise in investment by foreign investors, he said India is the bright spot compared to other emerging markets and moreover they are keeping away from two large economies of Russia and China for various reasons. Foreign fund With the rise in foreign fund flow and steady equity inflows through mutual funds, it has become a case of too much money chasing limited number of stocks, he added. Ruchit Mehta, Head of Research, SBI Funds Management, said government focus on infrastructure projects and global demand will create higher demand for resources, leading to fresh capacity addition. After a decade of pain, the banking system is in a good shape and in a position to cater to loan demand for long-term projects. This along with higher lending rates will lead to improved profitability for the banking sector, he said. Affluent and m...

Small Cap equity funds invest in the smallest companies in India. These companies are beyond the top 250 companies and are mostly unheard in our daily lives. While they can deliver fantastic returns, small cap companies are incredibly volatile, and you can see losses in short to medium term ..... Advantages of Small Cap Funds • Benefit from investing early in companies that can be top businesses of future • Exposure to high risk due to lack of financial strength to withstand tough market conditions • Ideal for very aggressive investors with a 7+ year investment horizon. • Quant Small Cap Fund • Nippon India Small Cap Fund • ICICI Prudential Smallcap Fund • Kotak Small Cap Fund • Axis Small Cap Fund • HSBC Small Cap Fund • HDFC Small Cap Fund • DSP Small Cap Fund • SBI Small Cap Fund • Franklin India Smaller Companies Fund • Sundaram Small Cap Fund • Aditya Birla Sun Life Small Cap Fund • Bandhan Emerging Businesses Fund • Canara Robeco Small Cap Fund • Edelweiss Small Cap Fund • Invesco India Smallcap Fund • Mahindra Manulife Small Cap Fund • PGIM India Small Cap Fund • Tata Small Cap Fund • UTI Small Cap Fund As per current SEBI guidelines, Small Cap Equity Funds must invest at least 65% of their assets in Equity stocks of Small-Cap companies. Small-Cap companies include all listed companies whose market cap is lower than the 250 largest companies listed on Indian stock markets. As Small Cap Funds are primarily invested in relatively smaller companies, these funds can pro...

Small Cap equity funds invest in the smallest companies in India. These companies are beyond the top 250 companies and are mostly unheard in our daily lives. While they can deliver fantastic returns, small cap companies are incredibly volatile, and you can see losses in short to medium term ..... Advantages of Small Cap Funds • Benefit from investing early in companies that can be top businesses of future • Exposure to high risk due to lack of financial strength to withstand tough market conditions • Ideal for very aggressive investors with a 7+ year investment horizon. • Quant Small Cap Fund • Nippon India Small Cap Fund • ICICI Prudential Smallcap Fund • Kotak Small Cap Fund • Axis Small Cap Fund • HSBC Small Cap Fund • HDFC Small Cap Fund • DSP Small Cap Fund • SBI Small Cap Fund • Franklin India Smaller Companies Fund • Sundaram Small Cap Fund • Aditya Birla Sun Life Small Cap Fund • Bandhan Emerging Businesses Fund • Canara Robeco Small Cap Fund • Edelweiss Small Cap Fund • Invesco India Smallcap Fund • Mahindra Manulife Small Cap Fund • PGIM India Small Cap Fund • Tata Small Cap Fund • UTI Small Cap Fund As per current SEBI guidelines, Small Cap Equity Funds must invest at least 65% of their assets in Equity stocks of Small-Cap companies. Small-Cap companies include all listed companies whose market cap is lower than the 250 largest companies listed on Indian stock markets. As Small Cap Funds are primarily invested in relatively smaller companies, these funds can pro...

R Srinivasan, Chief Investment Officer (Equity), SBI Funds Management, said the Nifty index had delivered negative returns of 0.6 per cent last fiscal against 19 per cent in the previous fiscal. Though value has come back after a long period of underperformance, this year will be of consolidation in equity markets, he said at the launch of SBI Funds’ Periscope Yearbook FY23-24 here on Tuesday. Also read: Mid- and small-caps have had sharp swings in performance, settling down to a neutral zone. “We continue to favour a bottom-up strategy, focusing on long-term earnings compounders. Multi-baggers will continue to emerge from this space,” he said. On sharp rise in investment by foreign investors, he said India is the bright spot compared to other emerging markets and moreover they are keeping away from two large economies of Russia and China for various reasons. Foreign fund With the rise in foreign fund flow and steady equity inflows through mutual funds, it has become a case of too much money chasing limited number of stocks, he added. Ruchit Mehta, Head of Research, SBI Funds Management, said government focus on infrastructure projects and global demand will create higher demand for resources, leading to fresh capacity addition. After a decade of pain, the banking system is in a good shape and in a position to cater to loan demand for long-term projects. This along with higher lending rates will lead to improved profitability for the banking sector, he said. Affluent and m...

The Forbes Advisor editorial team is independent and objective. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site. This comes from two main sources. First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Second, we also include links to advertisers’ offers in some of our articles. These “affiliate links” may generate income for our site when you click on them. The payment we receive from advertisers does not influence the recommendations or guidance our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath Regulatory Services. Forbes Advisor may earn a commission on sales made from p...

Small-cap mutual funds primarily invest their fund corpus in stocks of companies with a market capitalisation of less than Rs.5,000 crore. They are a sub-category of equity mutual funds, and thus their performance is impacted by market fluctuations. That said, the best small-cap mutual fund s have the potential to generate substantial returns in the long term. Fund Name Category Risk 1Y Returns Rating Fund Size(in Cr) Equity Very High 44.4% 5 ₹4,688 Equity Very High 32.1% 5 ₹13,183 Equity Very High 42.9% 4 ₹28,779 Equity Very High 32.0% 4 ₹5,466 Equity Very High 27.2% 4 ₹5,986 Equity Very High 26.9% 4 ₹9,883 Equity Very High 42.0% 4 ₹4,458 Equity Very High 34.8% 4 ₹490 Equity Very High 35.8% 4 ₹1,756 Equity Very High 29.7% 4 ₹17,572 Equity Very High 36.1% 3 ₹9,531 Equity Very High 48.8% 3 ₹17,333 Equity Very High 44.3% 3 ₹8,067 Equity Very High 30.8% 3 ₹155 Equity Very High 30.1% 3 ₹820 Here are some features of small-cap mutual funds: Asset allocation: According to the Securities and Exchange Board of India (SEBI) rules, small-cap funds must allocate at least 65% of their investment corpus to small-cap stocks. Risk-reward ratio: The top small-cap mutual funds are associated with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. Nevertheless, they can generate substantial returns and even outperform other equity-oriented funds over the long term. Taxability Short-term capital gains tax: If the holding period of the units sold is les...

The Forbes Advisor editorial team is independent and objective. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site. This comes from two main sources. First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Second, we also include links to advertisers’ offers in some of our articles. These “affiliate links” may generate income for our site when you click on them. The payment we receive from advertisers does not influence the recommendations or guidance our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath Regulatory Services. Forbes Advisor may earn a commission on sales made from p...

R Srinivasan, Chief Investment Officer (Equity), SBI Funds Management, said the Nifty index had delivered negative returns of 0.6 per cent last fiscal against 19 per cent in the previous fiscal. Though value has come back after a long period of underperformance, this year will be of consolidation in equity markets, he said at the launch of SBI Funds’ Periscope Yearbook FY23-24 here on Tuesday. Also read: Mid- and small-caps have had sharp swings in performance, settling down to a neutral zone. “We continue to favour a bottom-up strategy, focusing on long-term earnings compounders. Multi-baggers will continue to emerge from this space,” he said. On sharp rise in investment by foreign investors, he said India is the bright spot compared to other emerging markets and moreover they are keeping away from two large economies of Russia and China for various reasons. Foreign fund With the rise in foreign fund flow and steady equity inflows through mutual funds, it has become a case of too much money chasing limited number of stocks, he added. Ruchit Mehta, Head of Research, SBI Funds Management, said government focus on infrastructure projects and global demand will create higher demand for resources, leading to fresh capacity addition. After a decade of pain, the banking system is in a good shape and in a position to cater to loan demand for long-term projects. This along with higher lending rates will lead to improved profitability for the banking sector, he said. Affluent and m...