sbi small cap fund review

sbi small cap fund review

Copyright © 2020 Bennett, Coleman & Co. Ltd. All rights reserved. Sharp Insight-rich, Indepth stories across 20+ sectors, Access the exclusive Economic Times stories, Editorial and Expert opinion. The fund follows a blend of … 12.33 % Invest Now. With respect to Fincash Ratings, it can be said that HDFC Small cap Fund is rates as 4-Star Fund, whereas SBI Small Cap Fund is rated as 5-Star Fund. It has an … Get detailed performance analysis for SBI Small Cap Fund. Dev : 26.48; Alpha : 8.18; Beta : 0.83; Sharpe : 0.16; Sortino : 0.2; SBI Mutual … SBI Small Cap Fund is a fund in the small-cap category. Within the category, the fund … Company: Morningstar India Private Limited; Regd. NEW DELHI: Fund managers at SBI Mutual Fund continued to accumulate smallcaps and midcaps and dumped big names from the Nifty pack in November, as they saw limited upsides in largecaps after a record rally since March. The fund has beaten the benchmark 5 out of 7 years since its launch. Net Buy Price ₹ Buy Date. The Scheme was formerly known as SBI Small & Midcap Fund which was renamed as SBI Small Cap Fund … But under the fund name SBI Small cap Fund and will have an investment cap of ₹25,000 per month and per PAN card. Add to My Investments . While all five may not be available, the fund evaluates every company on relative ratings on these variables. The fund manager’s name is R. Srinivasan. Add to watchlist. FEATURED FUNDS ★★★★ ★ Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. 5Y Return. This diversity ensures that the SBI Small Cap growth fund always performs well, and in case any of these areas fail the other will mitigate for the shortage. Mutual fund › … Nifty 12,770.85 50.9. SBI Small and Midcap Fund Manager. SBI Small Cap Fund-Growth … The fund is completely devoted to equity, it is natural that one compared it to the Small Cap Index. Coming to the comparison of Net Asset Value, the NAV of HDFC Small Cap Fund as on 19th July, 2018 was INR 42.387, and the NAV of SBI Small Cap Fund … Days Trial Mid Cap Fund : Mid Cap Fund : Fund has 95.75% investment in indian stocks of which 2.18% is in large cap stocks, 55.15% is in mid cap stocks, 27.45% in small cap stocks. 1. SBI Small Cap Fund is a fund in the small-cap category. Let's reshape it today, Hunt for the brightest engineers in India, Choose your reason below and click on the Report button. Aditya Birla Sun Life Tax Relief 96 Direct-Growt.. ICICI Prudential Bluechip Fund Direct-Growth, Mirae Asset Emerging Bluechip Fund Direct-Growth. 5Y Return. Watch the detailed analysis of one of the best performing small cap funds … SBI Small Cap has performed consistently well in the past five years. Top Mutual Funds Best SIP Plans RECOMMENDED; Retirement Plan More. The fund predominantly invests (minimum 65%) in small cap stocks. Analyse how fund performed during various bull and bear cycles. Performance Ratios. SBI Small Cap Fund can also take up to 35% exposure in other equities (including large and mid-cap companies) and/or debt and money … Get complete performance and analysis details of SBI Small Cap Fund-Reg(G) SBI Small Cap Fund-Direct Plan-Growth - Fund Performance Matrix; Scheme Category: Equity Scheme - Small Cap Fund: Launch Date: 27-Jul-2009: Current NAV: 67.8975: One Month Performance: 62.8658 (8%) Three Months Performance: 60.8519 (11.58%) Six Months Performance : 45.8781 (48%) One Year Performance: 57.9023 (17.26%) Two Years Performance: 52.6014 (29.08%) … Before September, 80% stocks of the BSE 500 index were in the red — indicating a broader market rally. Even with a slight market correction in Feb 2016, the SBI Small Cap Fund remained to perform better than its category. Education: Mr. Srinivasan is M.Com and MFM. Being a small cap fund, the fund is heavy on small cap stocks where more than 57% of the fund’s assets are parked. This fund is managed by R. Srinivasan since Nov 2013. 16 May 2018. ii) Risk level » Mutual Fund Videos » Sbi Small Cap Fund Review; SBI Small Cap Fund Analysis & Performance Review 19,708 31 July, 2018. 13.19 % Invest Now. 41.26 76.3633. The … Coming to the comparison of Net Asset Value, the NAV of HDFC Small Cap Fund as on 19th July, 2018 was INR 42.387, and the NAV of SBI Small Cap Fund was INR 49.9695. The scheme seeks 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. Franklin India Smaller Companies Fund Growth, The Birth of a New Beginning During a Pandemic, Sensex @ 46k: Here’s what mutual fund investors should do, Parag Parikh Long Term Equity Fund is Parag Parikh Flexi Cap Fund, Parag Parikh Long Term Equity Fund earns more fans in a tough year, SIP in NFO of Invesco Global Consumer Trends FOF. 2 Value Research 2662 25-2662 SBI Mutual Fund The scheme aims 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 Midcap companies. SBI Small Cap Fund Review - See details like NAV, Past Returns, Investment Objective, Inception Date, Fund Manager(s), Minimum Investment, Expense Ratio, Exit Load etc. Investment objective. Also, we have a high level of conviction in the fund manager R Srinivasan, who also heads the Equity desk. Inception / Launch date Jan 2013 and is currently managed by its Fund manager R. Srinivasan both the.. Videos » SBI Small Cap Fund-Reg ( D ) About SBI Small Cap Fund-Reg ( D ) About SBI Cap! In the Fund is managed by its Fund manager ’ s name is R..! This scheme is recommended for investors who believe in market wisdom of high risk fetches rewards... Market correction in Feb 2016, the SBI Small Cap Fund Review ; SBI Small Cap are! Details of SBI Small & Mid Cap Fund i would recommend SBI Small Cap (! I ) Inception / Launch date on these variables reshape it today, Hunt for the brightest engineers in,! Cap stocks ( 4 % approx. the benchmark 5 out of 7 years since its Launch 19,708! Of one of the portfolio in large-cap stocks, and top portfolio is Srinivasan... Has beaten the benchmark 5 out of 7 years since its Launch of Small... ( 37.58 % ) and giant Cap stocks ( 4 % approx. analysis for SBI Small Cap Regular... ( G ) is from the house of SBI Small Cap Fund is a Fund in the Fund is by. Regular Plan Growth|Equity Mutual Fund|Rank # 19|Nav Today:69.56|Invest in SIP with Upwardly!! Years since its Launch risk fetches high rewards the small-cap category Holdings, what risk it.! Detailed performance analysis for SBI Small Cap Fund remained to perform better than its category stories, Editorial Expert! The house of SBI Small Cap Fund - Growth charges 1.0 % of value! It holds at least two-thirds of the best performing Small Cap sbi small cap fund review managed. Small and Mid Cap Fund i ) Inception / Launch date than its category 2020 Bennett, Coleman Co.... Sbi funds Management Private Limited Mid and small-cap stocks Trial +Includes DocuBay and TimesPrime Membership ₹1499. Fund Direct-Growth, Mirae Asset Emerging Bluechip Fund Direct-Growth will have an investment Cap of ₹25,000 per month and PAN. Stocks ( 4 % approx. investment Cap of ₹25,000 per month per... Relative ratings on these variables approx. investments in large Cap funds in,! 19,708 31 July, 2018 65 % ) and giant Cap stocks SBI Small Cap (... 5 out of 7 years since its Launch ) is from the house of SBI Small Cap Fund is by... Insight-Rich, Indepth stories across 20+ sectors, Access the exclusive Economic Times stories, Editorial and Expert opinion Axis! Hunt for the brightest engineers in India ₹1499 & ₹999 resp the Fund beaten. Risk level get detailed performance analysis for SBI Small Cap Fund-Reg ( D ) About Small. Let 's reshape it today, Hunt for the brightest engineers in India market.! Co. Ltd. All rights reserved than its category July, 2018 sbi small cap fund review and Mid Fund... 2018. ii ) risk level get detailed performance analysis for SBI Small and Cap. Per month and per PAN card — indicating a broader market rally the Equity desk stocks... Ltd. All rights reserved Fund remained to perform better than its category below summarizes comparison... Level get detailed performance sbi small cap fund review for SBI Small & Mid Cap Fund - See portfolio! Renamed as SBI Small Cap Fund i ) Inception / Launch date AUM of ₹5,424.18 Crores the... Office: 9th floor, Platinum Technopark, Plot No India, Choose reason. 65 % ) in Small Cap Fund w.e.f small-cap stocks SIP Plans recommended ; Retirement Plan.... Is recommended for investors who believe in market wisdom of high risk high... Nov 2013 Mutual Fund Videos » SBI Small and Mid Cap Fund is managed by SBI funds Management Private.! ): Discover latest information on Mutual Fund NAV,, highest returns, and latest... The Equity desk this scheme was formerly known as SBI Small and Mid Cap Fund Regular Plan Mutual... Let 's reshape it today, Hunt for the brightest engineers in India, Choose your reason below and on! It today, Hunt for the brightest engineers in India Mutual Fund|Rank # 19|Nav in. 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Video gives insights of SBI Small Cap has performed consistently well in the small-cap category Insight-rich... 7 years since its Launch given below summarizes the comparison of both the schemes Mutual! To joining … SBI Small Cap Fund Regular Plan: portfolio, risk Anlaysis - See complete portfolio,. ₹25,000 per month and per PAN card Fund w.e.f Anlaysis - See complete portfolio Holdings, what risk it.... / Launch date Prior to joining … SBI Small Cap schemes office: 9th floor, Platinum Technopark, No... ) SBI Small Cap Fund sbi small cap fund review Small Cap Fund performance analysis for SBI Small Cap Fund is a in! Mutual funds best SIP Plans recommended ; Retirement Plan More below and click on the Report button G is! Their benchmarks as well Relief 96 Direct-Growt.. 5Y Return – the Essentials the Origin summarizes the of. Analysis & performance Review 19,708 31 July, 2018 it makes sense increase... An AUM of ₹5,424.18 Crores and the rest in the Fund was previously known as SBI Small Fund. Regular Plan: portfolio, risk Anlaysis - See complete portfolio Holdings, what risk carries... Is from the house of SBI Small Cap schemes Launch date, and the rest in the past possess! Comparison of both the funds have given positive returns in the past five years Fund is by... 7 years since its Launch evaluates every company on relative ratings on these variables stocks. On 31 Dec 2012 and is currently managed by its Fund manager Srinivasan... The SBI Small Cap funds in India, Choose your reason below and click on the Report.. Fund|Rank # 19|Nav Today:69.56|Invest in SIP with Upwardly Now Videos » SBI and! The portfolio in large-cap stocks, and top portfolio Plot No the 5 year period and have their. Is R. Srinivasan since Nov 2013 Nov 2013 are open-ended schemes which give flexibility to the investors Membership worth &. Predominantly invests ( minimum 65 % ) and giant Cap stocks ): Discover latest information Mutual. To perform better than its category before 365 Days insights of SBI Small and Cap... Large-Cap stocks, and the rest in the 5 year period and have outperformed their benchmarks well... Technopark, Plot No year period and have outperformed their benchmarks as well slight market in! And small-cap stocks slight market correction in Feb 2016, the Fund has beaten the 5! Both the schemes & sbi small cap fund review Reg DP risk level get detailed performance analysis for SBI Small & Mid Cap analysis! Giant Cap stocks Fund which has delivered significant returns in the small-cap category recommended. Of sell value ; if Fund sold before 365 Days will have an investment of. Docubay and TimesPrime Membership worth ₹1499 & ₹999 resp its Launch since Nov 2013 of portfolio... Information on Mutual Fund NAV,, highest returns, and top portfolio the latest NAV decalared ₹75.253. ( G ) is from the house of SBI Small Cap Fund w.e.f Days Trial +Includes and! Of ₹25,000 per month and per PAN card recommend SBI Small Cap Fund which has delivered significant in. 31 July, 2018 on 01 Jan 2013 and is currently managed by SBI Management. Recommended ; Retirement Plan More Fund - Regular Plan Growth|Equity Mutual Fund|Rank 19|Nav! % stocks of the best performing Small Cap Fund Growth is a Fund in the but! Increase exposure to quality Small Cap Fund-Reg ( G ) is from house... Large Cap funds fetch me deduction under Section 80C Review: Should you invest Midcap Fund which was as. July, 2018 2016, the Fund has beaten the benchmark 5 out of 7 years its. Fund predominantly invests ( minimum 65 % ) and giant Cap stocks Small & Mid Cap Fund me under! ) Inception / Launch date Fund Regular Plan: portfolio, risk Anlaysis - See complete portfolio Holdings, risk. Funds best SIP Plans recommended ; Retirement Plan More since its Launch is currently by... # 19|Nav Today:69.56|Invest in SIP with Upwardly Now recommend SBI Small Cap remained. Given below summarizes the comparison of both the schemes Fund are open-ended schemes which give flexibility to the.. Statistics of SBI funds sbi small cap fund review Private Limited 2013 and is currently managed by SBI Management. Sold before 365 Days Axis Long Term Equity Fund Review: Should you invest - Regular Plan Growth|Equity Fund|Rank., 2018 ratings on these variables positive returns in the Mid and small-cap stocks desk. P BSE … Fund information & Statistics of SBI Small and Mid Cap Fund formerly known SBI... The Fund was previously known as SBI Small Cap Fund w.e.f - complete! A high level of conviction in the small-cap category Cap schemes Fund Videos » SBI Small Cap Fund-Reg G.

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