Sbi small cap fund direct growth 10 years return

SBI Small Cap Fund Direct-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Small Cap Fund - Direct Plan as of Jun 16, 2023 is Rs 137.26 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 29.69% (1yr), 39.31% (3yr), 19.17% (5yr) and 25.4% (since launch). Whereas, Category returns for the same time duration are: 32.2% (1yr), 41.52% (3yr) and 15.86% (5yr). 3. Fund Size: The SBI Small Cap Fund - Direct Plan currently holds Assets under Management worth of Rs 17572.16 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.72% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Small Cap Fund - Direct Plan shall attract an Exit Load, "Exit load of 1% if redeemed within 1 year" 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Small Cap Fund Direct-Growth Fund Details Investment Objective - The scheme seeks 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 House SBI Mutual Fund Launch Date Jan 01, 2013 Benchmark S&P BSE 250 SmallCap Total Return Index Return Since Launch 25.4% Riskometer Very High Type Open-ended Risk Grade Below Average Return Grade Average Concentration & Valuation Analysis MAY 2023 APR ...

SBI Small Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Small Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10603/sbi-small-cap-fund/ Get the latest information and complete track record of SBI Small Cap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability "When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way. Like for all equity funds, you must invest only through the SIP route. Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years. AMCs: • 360 ONE • Aditya Birla Sun Life • Axis • Bandhan • Bank of India • Baroda BNP Paribas • Canara Robeco • DSP • Edelweiss • Franklin Templeton • Groww • HDFC • HSBC • ICICI Prudential • IDBI • Invesco • ITI • JM Financial • Kotak Mahindra • LIC • Mahindra Manulife • Mirae Asset • Motilal Oswal • Navi • Nippon India • NJ • PGIM India • PPFAS • Quant • Quantum • Samco • SBI • Shriram • Sundaram • Tata • Taurus • TRUST • Union • UTI • WhiteOak Capital

SBI Mutual Fund’s SBI Small Cap Fund Direct-Growth is an Equity mutual fund scheme. This plan was introduced on September 9, 2009, and is presently managed by R. Srinivasan. The minimum SIP investment required for this scheme is ?500. The SBI Small Cap Fund seeks to offer investors prospects for long-term capital appreciation by investing primarily in a well-diversified basket of small-cap equity securities. The fund invests a minimum of 65% of its assets in small-cap equities. Additionally, the SBI Small Cap Fund may invest up to 35% of its assets in other stocks (including big and mid-cap firms) and/or debt and money market instruments. The fund employs a combination of growth and value investing styles and employs a bottom-up stock selection technique. Pros & Cons Pros Cons Annualised returns are consistently greater than the category average over the last 1Y, 3Y, 5Y, and 10Y. High AUM: 15335Cr. Funds with a larger AUM are likely to have lower future returns. Alpha greater than 6.87 The fund has outperformed the S&P BSE 250 SmallCap Total Return Index during the last 3 years. Category rank for 1Y: 3 How to invest in SBI Small Cap Fund Direct-Growth? To make it easier for you to invest in the SBI Small Cap Fund Direct Growth, 5paisa has streamlined the investment procedure. The whole process can be completed in a short period with no documentation required. Follow the steps outlined below. What is the expense ratio of the SBI Small Cap Fund Direct-Growth? When discussing...

Banayantree Services Limited, Non-Individual SEBI Registered Investment Advisers, RIA No. INA100006898, Validity January 09, 2017 - Perpetual Registered Address: Express Building, 9-10, Bahadurshah Zafar Marg, New Delhi - 110002 Corporate Office: Plot No. 391, Udyog Vihar, Phase-III, Gurugram, Haryana, 122016 Email Id - Email Id of Principal Officer -

SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Nifty Smallcap 250 Index Fund - Direct Plan as of Jun 16, 2023 is Rs 11.39 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 13.9% (since launch). Whereas, Category returns for the same time duration are: 32.2% (1yr), 41.52% (3yr) and 15.86% (5yr). 3. Fund Size: The SBI Nifty Smallcap 250 Index Fund - Direct Plan currently holds Assets under Management worth of Rs 192.62 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.41% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Nifty Smallcap 250 Index Fund - Direct Plan shall attract an Exit Load, "Exit load of 0.25%, if redeemed within 30 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Details Investment Objective - The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. Fund House SBI Mutual Fund Launch Date Oct 03, 2022 Benchmark NIFTY Smallcap 250 Total Return Index Return Since Launch 13.9% Riskometer Very High Type Open-ended Risk Grade - Return Grade - Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number o...

SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Nifty Smallcap 250 Index Fund - Direct Plan as of Jun 16, 2023 is Rs 11.39 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 13.9% (since launch). Whereas, Category returns for the same time duration are: 32.2% (1yr), 41.52% (3yr) and 15.86% (5yr). 3. Fund Size: The SBI Nifty Smallcap 250 Index Fund - Direct Plan currently holds Assets under Management worth of Rs 192.62 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.41% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Nifty Smallcap 250 Index Fund - Direct Plan shall attract an Exit Load, "Exit load of 0.25%, if redeemed within 30 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Details Investment Objective - The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. Fund House SBI Mutual Fund Launch Date Oct 03, 2022 Benchmark NIFTY Smallcap 250 Total Return Index Return Since Launch 13.9% Riskometer Very High Type Open-ended Risk Grade - Return Grade - Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number o...

SBI Small Cap Fund Direct-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Small Cap Fund - Direct Plan as of Jun 16, 2023 is Rs 137.26 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 29.69% (1yr), 39.31% (3yr), 19.17% (5yr) and 25.4% (since launch). Whereas, Category returns for the same time duration are: 32.2% (1yr), 41.52% (3yr) and 15.86% (5yr). 3. Fund Size: The SBI Small Cap Fund - Direct Plan currently holds Assets under Management worth of Rs 17572.16 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.72% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Small Cap Fund - Direct Plan shall attract an Exit Load, "Exit load of 1% if redeemed within 1 year" 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Small Cap Fund Direct-Growth Fund Details Investment Objective - The scheme seeks 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 House SBI Mutual Fund Launch Date Jan 01, 2013 Benchmark S&P BSE 250 SmallCap Total Return Index Return Since Launch 25.4% Riskometer Very High Type Open-ended Risk Grade Below Average Return Grade Average Concentration & Valuation Analysis MAY 2023 APR ...

Name Sector Instrument Assets Consumer Discretionary Equity 4.2% Capital Goods Equity 3.3% Metals & Mining Equity 3.2% Capital Goods Equity 2.9% Capital Goods Equity 2.8% Services Equity 2.7% Services Equity 2.7% Consumer Discretionary Equity 2.6% Consumer Discretionary Equity 2.6% Chemicals Equity 2.4% This content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed. All comparisons are done with the category average metrics for this category. SBI Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rama Iyer Srinivasan is the Current Fund Manager of SBI Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,72,160 Cr and the Latest NAV as of 16 Jun 2023 is ₹137.26. The SBI Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Exit load of 1% if redeemed within 1 year ;

SBI Small Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Small Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/10603/sbi-small-cap-fund/ Get the latest information and complete track record of SBI Small Cap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house.

SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Nifty Smallcap 250 Index Fund - Direct Plan as of Jun 16, 2023 is Rs 11.39 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 13.9% (since launch). Whereas, Category returns for the same time duration are: 32.2% (1yr), 41.52% (3yr) and 15.86% (5yr). 3. Fund Size: The SBI Nifty Smallcap 250 Index Fund - Direct Plan currently holds Assets under Management worth of Rs 192.62 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.41% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Nifty Smallcap 250 Index Fund - Direct Plan shall attract an Exit Load, "Exit load of 0.25%, if redeemed within 30 days." 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Nifty Smallcap 250 Index Fund Direct - Growth Fund Details Investment Objective - The scheme is seeks to provide returns that closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error. Fund House SBI Mutual Fund Launch Date Oct 03, 2022 Benchmark NIFTY Smallcap 250 Total Return Index Return Since Launch 13.9% Riskometer Very High Type Open-ended Risk Grade - Return Grade - Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number o...