Investment type
SBI Small Cap Fund - Direct (G) is a mutual fund under the Small Cap 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 ₹35,696 Crores. The expense ratio is 0.75%.
This fund generated returns of -5.01% in the last 1 year. Since its inception, it has provided an average annual return of 24.26%.
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, EID Parry, SBFC Finance, Kalpataru Proj. and City Union Bank.
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.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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