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EQUITY•SMALL CAP FUND

SBI Small Cap Fund

3 Year return

13.81%
NAV on December 16, 2025
193.1325
1D Returns
+0.79%
Launched on July 2009(16 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
24.44%₹880
Total Value ₹4,480

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹36,272 Cr.
Expense Ratio
0.74% (inclusive of GST)
Exit Load
1.00% - If redeemed/switched out within 1 year from the date of allotment. Nil - If redeemed/switched out after 1 year from the date of allotment.

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
4
Crisil
3
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

RS

R Srinivasan

Fund Manager since Nov 2013

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant Small Cap Fund20.8638%
4
Nippon India Small Cap Fund21.1349%
4
Invesco India Smallcap Fund25.3005%
1

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Small Cap Fund Direct Plan Growth

SBI Small Cap Fund Direct Plan Growth by SBI Mutual Fund is an open-ended equity mutual fund scheme that focuses on investing in a diversified portfolio of small-cap companies. Though the fund focuses primarily on small-cap stocks, it also invests in mid-cap and large-cap stocks. Being an open-ended mutual fund, it gives an opportunity to invest at any time.

Investment Objective of The Scheme

SBI Small Cap Fund Direct Plan Growth aims to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies.

Key Features of The Fund

5-year return
20.2252%
Expense Ratio
0.74%
Fund Manager
R Srinivasan
Fund Size
₹36272 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are looking for a fund that has the potential to generate high returns over the long term, then you can consider SBI Small Cap Fund Direct Plan Growth. This scheme from SBI Mutual Fund does not support one-time investment. You can invest at regular intervals via SIP. Furthermore, you should be aware of the high risk involved in investing in small-cap companies. Consider your investment objectives and risk appetite before investing.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Small Cap Fund on December 16, 2025, is ₹193.1325
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Small Cap Fund, is ₹36272 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Small Cap Fund is 0.74%
The SBI Small Cap Fund was launched on July 27, 2009. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Small Cap Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,480 in 3Y at 13.8121% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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