SBI Small Cap Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 211.8353 3.1263(1.498 %) NAV as on 10 Sep 2024
Scheme Objective: The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 24.62 % | 37.70 % | 25.08 % | 31.90 % | 27.13 % |
| Nifty Smallcap 100 | 22.97 % | 50.36 % | 21.77 % | 28.60 % | N/A |
Portfolio
Small-cap funds invest in stocks beyond the 251st in terms of market capitalisation. These funds have very high risk-return potential, as small companies soar and deliver multi-fold returns during rising markets. However, these stocks fall sharply and are the last to recover from steep market falls. The Nifty Smallcap 100 or the BSE Smallcap can be used as benchmarks to measure performance.
Smallcap funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 5 years.
