SBI Small Cap Fund

SBI small cap fund

About SBI Small Cap Fund

The speculation target of the plan is to furnish financial specialists with open doors for long haul development in capital alongside the liquidity of an open-finished plan by putting resources into an expanded bushel of value loads of little top organizations. The plan pursues a base up way to deal with stock-picking and pick organizations inside the little top space. The Scheme is benchmarked against S&P BSE Small Cap.

SBI Small Cap Fund

Small cap fund

Fund has 91.86% investment in indian stocks of which 6.74% is in large cap stocks, 12.76% is in mid cap stocks, 67.07% in small cap stocks.

Financial specialists who are hoping to contribute cash for in any event 3-4 years and searching for extremely exceptional yields. Simultaneously, these financial specialists ought to likewise be prepared for plausibility of higher misfortunes in their ventures.

Mr. R Srinivasan

Managing this fund since Nov 2013.

Total experience 26 years .

*source SBI

SBI Small Cap Fund

More about this fund

Top HoldingsWeightage
JK Cement Ltd4.6%
Hawkins Cookers Ltd4.19%
Dixon Technologies (India) Ltd4.16%
Relaxo Footwears Ltd3.42%
Techno Electric & Engineering Co Ltd3.28%
Sheela Foam Ltd3.1%
Emami Ltd3.08%
Kirloskar Oil Engines Ltd2.88%
HDFC Bank Ltd2.86%
Galaxy Surfactants Ltd2.7%
Basic Details
Fund House:SBI Mutual Fund
Launch Date:Sep 09, 2009
Benchmark:S&P BSE Small Cap TRI
Riskometer:Moderately High
Risk Grade:Average
Return Grade:High
Investment Details
Return since Launch:17.76%
Minimum Investment (R)5,000
Minimum Addl Investment (R)1,000
Minimum SIP Investment (R)500
Minimum No of Cheques12
Minimum Withdrawal (R)500
Minimum Balance (R)1,000
Exit Load (%)1% for redemption within 365 days


S&P BSE Small Cap TRI-9.36-2.781.77-2.890.095.276.83
Rank within Category344311
Number of funds in category1822211513137



For exit within 1 year from the date of allotment – 1%



Category1 D1 M3 M6 MYTD1 Y2 Y3 Y5 Y
This Fund-0.20%0.67%7.01%1.23%0.59%10.85%0.98%10.24%17.30%
Nifty 500.01%1.26%2.95%-0.50%-0.34%14.41%6.07%10.05%7.63%
Benchmark: S&P BSE SmallCap-0.39%-1.72%0.93%-11.36%-12.47%-3.31%-12.45%-0.91%4.28%
Category Average-0.23%-0.04%5.18%-2.42%-3.41%8.23%-3.43%6.05%13.80%
Category Rank1/31/31/31/31/31/31/31/31/3
Best in Category-0.20%0.78%7.34%1.84%1.28%12.19%2.19%11.49%18.76%
Worst in Category-0.28%-1.56%1.19%-10.32%-12.10%1.64%-13.47%-3.57%5.33%



The SBI Mutual Fund online gateway is a fast, advantageous and productive device that gives you a chance to do and deal with your ventures on the web, by offering a large group of administrations and offices.

Investigate the highlights that make your online speculations bother free

Simple Customer On-boarding: All you have to do is finished your KYC procedure and register your email address to create your username and secret word, before you start putting on your preferred web in assets.

Family Solution Tool: With our Family Solution Tool, you can design your ventures and amplify returns so as to be monetarily fit for accomplishing the fantasies and objectives of your family members​.

Money related Transactions: You would now be able to finish budgetary exchanges like putting resources into a plan of your decision, changing your ventures starting with one plan then onto the next or recovering your speculations from a specific plan, on the web; in only a couple of snaps.

Look at Funds: Keep a track on the exhibition of assets and contrast assets with see the adjustment in their NAVs over some undefined time frame, so you can take educated choices about your interests in various classifications of assets.

Online Chat: For any sort of help, you can talk with our master on the web, who will answer inquiries and assist you with trip to guarantee that your online venture procedure is sans bother and advantageous.

Make Watch-records and Alert Notifications: If you need to proactively deal with your speculations dependent on a sound market understanding, the online gateway gives you a chance to make watch-records to keep a nearby track of your picked assets and furthermore set ready warnings so the data you need and need is consistently close by.

SBI small cap fund

Scheme Objective

The plan tries to furnish speculators with open doors for long haul development in capital alongside the liquidity of an open-finished plan by putting dominantly in an all around differentiated bushel of value supplies of little top organizations.

Old vs New Investment Strategy

SBI Mutual Fund reported that from May fifteenth 2018 onwards its Small and Mid top reserve would turn into a little top store. Prior it characterized little top as the last 100/500 as far as market top and could put between 50 – 70% in little tops. It additionally had a limit limitation condition of 750 crores. Therefore, the plan shut for membership in October 2015 and re-opened by means of SIP course just since May 2018. The plan would now be able to put 65-100% in little tops characterized as base 250 stocks as far as market top. The benchmark for the store remains S&P BSE Small Cap Index

The limitation to inflow by means of SIP is sensibly defended in this space consistently. It would anyway be better if there is a limitation on the maximum venture every month per Pan Card as this would likewise incorporate SIPs.

Store chief R. Srinivasan has been in charge since Nov 2013. His first genuine test was the adjustment in the little top space from Jan 2018. The last 1Y trailing return of the store is – 20.7% This is 1% not exactly the classification normal yet a decent 7% more than NIFTY Small top 250 TRI

Important note

In the event that you do wish to consider SBI Small Cap for speculation, do so just on the off chance that you don’t have a little top reserve in your portfolio. Generously note I will assume no liability for your speculation increases or misfortunes on the off chance that you put resources into this reserve or whatever other store that I have surveyed. I will rehash the admonition that the little top common store space is laden with peril and on the off chance that you do contribute, ensure you book benefits intermittently utilizing specialized markers like moving midpoints.

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