Investment type
SBI Small Cap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹34,028 Crores. The expense ratio is 0.7%.
This fund generated returns of -0.09% in the last 1 year. Since its inception, it has provided an average annual return of 24.55%.
The fund's investments are mainly concentrated in sectors like Debt, Industrial Products, Consumer Durables, Finance and Chemicals & Petrochemical.
The top five holdings in this fund include prominent companies such as TREPS, SBFC Finance, Kalpataru Proj., Margin amount for Derivative and Chalet Hotels.
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.
Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.
Yes, if you have a high tolerance for risk and are aiming for significant growth.
Long-term investment, usually over five years, is recommended to ride out market volatility.
Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.
Expense ratios are moderate to high, often between 1% and 2%, due to active management.
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