SBI Mutual Fund stands out in the realm of investment with one exceptional scheme that has consistently yielded robust returns: the SBI Small Cap Fund. Launched on September 9, 2009, this fund has been a beacon of growth for investors for over 14 years.
SBI Mutual Fund
Since its inception, the SBI Small Cap Fund has demonstrated remarkable performance, showcasing its prowess in navigating the dynamic market landscape. With a keen focus on unlocking the potential of small-cap stocks, this fund has consistently delivered impressive returns, outpacing its peers and cementing its position as a top-performing investment avenue.
In the face of market volatility, the SBI Small Cap Fund has remained resilient, leveraging its strategic investment approach to capitalize on emerging opportunities. By identifying promising small-cap companies poised for growth, the fund has adeptly managed risks while maximizing returns for investors.
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Harnessing the Power of Long-term Growth
Investors seeking to harness the power of long-term growth recognize the inherent potential of the SBI Small Cap Fund. With a track record of delivering substantial returns over the years, this fund offers a compelling opportunity to capitalize on the growth trajectory of small-cap companies, providing investors with the potential for significant wealth accumulation over time.
Diversification and Growth Potential
Diversification is a cornerstone of prudent investing, and the SBI Small Cap Fund offers investors access to a diversified portfolio of small-cap stocks. By spreading investments across various sectors and industries, the fund mitigates risks while maximizing growth potential, offering investors a well-rounded approach to wealth creation.
In the market environment, the SBI Small Cap Fund stands tall as a beacon of growth and opportunity. With its stellar track record, strategic investment approach, and focus on long-term growth, this fund continues to deliver impressive returns, making it a preferred choice for investors seeking to unlock the potential of small-cap stocks.
If an individual had invested Rs 5,000 per month since the inception of the scheme, their investment would now be valued at Rs 49.44 lakh. Over the span of 14 years, a total investment of Rs 8.40 lakh would have been made in the SBI Smallcap Fund, averaging Rs 5,000 per month.
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Direct benefit of Rs 41 lakh (SBI Small Cap Fund)
The direct benefit derived from investing in the SBI Small Cap Fund amounts to Rs 41.04 lakh. With a total investment of Rs 8.40 lakh over time, the fund’s value has surged to Rs 49.44 lakh, reflecting a significant gain. The Systematic Investment Plan (SIP) of the SBI Small Cap Fund has delivered an impressive compound annual growth rate (CAGR) return of 22.85%. According to a report by a news channel, the fund has been under the management of Chief Investment Officer R. Srinivasan since November 2013.
Rs 10 lakh now becomes Rs 1.37 crore
An investment of Rs 10 lakh made during the New Fund Offer (NFO) of the scheme would have appreciated significantly, reaching approximately Rs 1.37 crore today. The total assets under management of the SBI Small Cap Fund have grown to Rs 20,000 crore. Notably, SBI’s scheme stands as one of the oldest small-cap funds in the industry. Under this scheme, 65% of the assets are allocated to small-cap stocks.
Frequently Asked Questions (FAQs): SBI Small Cap Fund
Q. What is the SBI Small Cap Fund?
Ans. The SBI Small Cap Fund is a mutual fund scheme offered by SBI Mutual Fund that primarily invests in small-cap stocks.
Q. What is a small-cap stock?
Ans. Small-cap stocks are shares of companies with a relatively small market capitalization, typically ranging from Rs 500 crore to Rs 10,000 crore.
Q. How does the SBI Small Cap Fund work?
Ans. The fund pools money from investors and invests it predominantly in small-cap stocks, with the aim of generating capital appreciation over the long term.
Q. What is the historical performance of the SBI Small Cap Fund?
Ans. The SBI Small Cap Fund has demonstrated strong performance over the years, delivering impressive returns to investors.
Q. What is the minimum investment required in the SBI Small Cap Fund?
Ans. The minimum investment amount varies depending on the type of investment (lump sum or SIP) and may be subject to change. It is advisable to check with SBI Mutual Fund for the latest information.
Q. What are the risks associated with investing in the SBI Small Cap Fund?
Ans. Investing in small-cap stocks carries inherent risks, including higher volatility and liquidity concerns compared to larger companies. Additionally, market fluctuations and economic factors can impact the performance of the fund.
Q. Who manages the SBI Small Cap Fund?
Ans. The fund is managed by experienced fund managers and investment professionals, including Chief Investment Officer R. Srinivasan, who has been managing the fund since November 2013.
Q. Can I invest in the SBI Small Cap Fund through an SIP?
Ans. Yes, the SBI Small Cap Fund offers a Systematic Investment Plan (SIP) option, allowing investors to invest fixed amounts at regular intervals.
Q. Is the SBI Small Cap Fund suitable for all investors?
Ans. While the SBI Small Cap Fund has the potential to deliver attractive returns, it may not be suitable for all investors. It is essential to consider your investment goals, risk tolerance, and investment horizon before investing in the fund.
Q. Where can I get more information about the SBI Small Cap Fund?
Ans. For detailed information about the SBI Small Cap Fund, including investment objectives, performance, and portfolio holdings, you can visit the official website of the SBI Mutual Fund or consult with a financial advisor.
