Equity | Small Cap
3Y Returns
21.01%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.72%
Fund Size
₹14044 Cr
Inception Date
01-Jan-13
Fund Manager
R. Srinivasan
Exit Load
1% on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
83.68%
Debt & Others
16.32%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
11.92%
Small Cap
71.72%
Other Cap
16.37%
Investment 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.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Nippon India Small Cap Fund Direct Plan Growth Plan Growth
1Y
44.85%
3Y
30.03%
5Y
37.04%
Bandhan Emerging Businesses Fund Direct Plan-Growth
1Y
67.99%
3Y
29.33%
5Y
NA
Quant Small Cap Fund Direct Plan - Growth
1Y
51.57%
3Y
27.88%
5Y
47.98%
Tata Small Cap Fund Direct Plan Growth
1Y
51.94%
3Y
27.82%
5Y
35.29%
Invesco India Small Cap Fund - Direct Growth
1Y
48.98%
3Y
26.17%
5Y
33.63%
Bank Of India Small Cap Fund-Direct Plan-Growth
1Y
44.63%
3Y
26.07%
5Y
38.92%
Franklin India Smaller Companies Fund - Direct Growth
1Y
41.58%
3Y
25.82%
5Y
30.55%
Edelweiss Small Cap Fund - Direct Plan - Growth
1Y
41.74%
3Y
25.16%
5Y
34.97%
Hdfc Small Cap Fund - Direct Plan - Growth Option
1Y
35.8%
3Y
24.41%
5Y
30.31%
Iti Small Cap Fund Direct Plan Growth
1Y
54.77%
3Y
23.15%
5Y
NA
Canara Robeco Small Cap Fund Direct Growth
1Y
39.41%
3Y
22.96%
5Y
36.11%
Dsp Small Cap Fund - Direct Plan - Growth
1Y
39.59%
3Y
22.94%
5Y
31.61%
Uti Small Cap Fund - Direct Growth Plan
1Y
39.52%
3Y
22.2%
5Y
NA
Axis Small Cap Fund - Direct Plan Growth
1Y
35.38%
3Y
22.19%
5Y
29.14%
Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
1Y
44.6%
3Y
22.09%
5Y
NA
Sundaram Small Cap Fund Direct Growth
1Y
37.01%
3Y
22.03%
5Y
29.09%
Union Small Cap Fund Direct Plan-Growth
1Y
31.57%
3Y
21.95%
5Y
30.93%
Sbi Small Cap Fund - Direct Plan - Growth
1Y
37.65%
3Y
21.01%
5Y
28.8%
Icici Prudential Smallcap Fund - Direct Plan - Growth
1Y
34.18%
3Y
21%
5Y
30.49%
Kotak Small Cap Fund - Direct Plan - Growth
1Y
43.8%
3Y
20.21%
5Y
33.03%
Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan
1Y
37.07%
3Y
18.22%
5Y
25.26%
Pgim India Small Cap Fund Direct Plan - Growth
1Y
35.09%
3Y
15.26%
5Y
NA
Lic Small Cap Fund - Direct Plan - Growth
1Y
NA
3Y
7.42%
5Y
19.07%
Hsbc Small Cap Fund Direct Growth
1Y
NA
3Y
2.64%
5Y
16.63%
Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option
1Y
38.09%
3Y
NA
5Y
NA
Mahindra Manulife Small Cap Fund - Direct - Growth
1Y
51.65%
3Y
NA
5Y
NA
Motilal Oswal Small Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Quantum Small Cap Fund - Direct Plan Growth
1Y
23.7%
3Y
NA
5Y
NA
Hsbc Small Cap Equity Fund - Growth Direct Plan
1Y
NA
3Y
-2.16%
5Y
14.41%
BSE Member code: 58371
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