3 Year return
22.15%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹34217.01 Cr.
Expense Ratio
0.63% (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.
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
Fund Holdings
SBI Mutual Fund Managers
RS
R Srinivasan
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Small Cap Fund |
29.39% |
4 |
Quant Small Cap Fund |
28.09% |
4 |
Bank of India Small Cap Fund |
24.6% |
2.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Small Cap Fund Direct Plan IDCW Reinvestment
The SBI Small Cap Fund Direct Plan IDCW Reinvestment is a small cap fund managed by SBI Mutual Fund. It falls under the category of small-cap funds, which means it primarily invests in the stocks of small-cap companies. These companies are typically characterised by their smaller market capitalisation, which can offer growth potential but also higher risk compared to larger companies. The SBI Small Cap Fund Direct Plan IDCW Reinvestment is an open-ended fund. This means that you can invest in or redeem your units in the fund at any time, making it a flexible investment option. The expense ratio of the SBI Small Cap Fund Direct Plan IDCW Reinvestment is lower than the category average.
Investment Objective of the Scheme
The investment objective of the SBI Small Cap Fund Direct Plan IDCW Reinvestment is to provide long-term capital appreciation by primarily investing in the stocks of small-cap companies. The fund aims to identify companies with growth potential and generate substantial returns over the long term. The fund offers a reinvestment option that allows the dividends earned to be reinvested for higher compounded returns in the long run.
Key Features of The Fund
5-year return | 31.08% |
Expense Ratio | 0.63% |
Fund Manager | R Srinivasan |
Fund Size | ₹34217.01 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who have a higher risk appetite and a longer investment horizon. Small-cap stocks can experience greater volatility compared to larger stocks, but they also have the potential for higher growth. If you're comfortable with market fluctuations and seek exposure to potentially fast-growing small-cap companies, this fund could be worth considering.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://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
What is today's NAV of SBI Small Cap Fund Direct Plan IDCW Reinvestment?
What is the AUM of SBI Small Cap Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of SBI Small Cap Fund Direct Plan IDCW Reinvestment?
What are the returns of SBI Small Cap Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in SBI Small Cap Fund Direct Plan IDCW Reinvestment?
How do I invest in SBI Small Cap Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Small Cap Fund Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Small Cap Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Small Cap Fund Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.