These are the top-ranked funds within small cap mutual funds.However, Scripbox does not recommend investing in small cap mutual funds.These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
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Scheme Information
Investment Objective
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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About SBI Small Cap Fund (DP-A)
About SBI Small Cap Fund (DP-A)
SBI Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 19.9% over a period of 12 years .The fund was previously known as SBI Small & Midcap Reg DP.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is R. Srinivasan.
SBI Small Cap Fund (DP-A) Investment Objective
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. However, there is no assurance that the objective of the scheme will be realized.
SBI Small Cap Fund (DP-A) NAV,AUM,Risk
The SBI Small Cap Fund (DP-A) fund was launched on Sep 09, 2009. The NAV (Net Asset Value) of this small cap equity as of 2021-03-02 is ₹ 47.3281. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 6593.523. The category risk of the SBI Small Cap Fund (DP-A) fund is Very High Risk.
The fund charges 2.01 % as expense ratio.
SBI Small Cap Fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are jk cement ltd,elgi equipments ltd and v-guard industries ltd
SBI Small Cap Fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
SBI Small Cap Fund (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Smallcap TR INR
SBI Small Cap Fund (DP-A) Review
SBI Small Cap Fund (DP-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, SBI Small Cap Fund (DP-A) has a score of 5 out of 5.
Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.
