SBI Small Cap Fund

Mutual Fund

By Rajendra Mar 24, 2023 image source - Unsplash Scheme Analysis

Investment Strategy

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SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,260 50,657 1,01,174 4.08% 23.57% 21.06% Monthly SIP of 1,000

Top 5 Holding

Blue Star Triveni Turbine Carborundum Universal Kalpataru Power Elgi Equipment 4.38 3.14 3.14 3.10 3.04 Total 16.80

Investment Strategy

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Capital Goods

19.91 15.09 11.56 8.09 7.09

Market Cap Exposure

[{"selector":"#anim-d9617f05-eb6a-4c5f-beb8-33a63eeeb54b","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-aaa78b0c-b842-4449-8742-3ebd2680720a","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-073eea0a-5340-457e-b772-99471967eac5","keyframes":{"transform":["scale(1)","scale(1.5)","scale(0.95)","scale(1)"],"offset":[0,0.33,0.66,1]},"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 7.14% 16.84% Small Cap 67.57%

Scheme Performance

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Mutual Fund

SBI Small Cap Fund

Category

Inception

Benchmark

AUM - 15,426 Cr

Fund Manager

R. Srinivasan & Mohit Jain