SBI Small Cap Fund - Direct Plan - Growth

SBI Small Cap Fund - Direct Plan - Growth of SBI Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.47

Age

NA Years

Fund Manager

R Srinivasan

AuM (Rs Crores)

1038.3938

Asset Class

Mid-Small Cap

Net Asset Value:

53.2756

Rating

4

Exit Load

0.01

Benchmark

S&P BSE Small-Cap TRI

Fund Type

Mid & Small cap

SEBI Category

Small Cap Fund

Turnover Ratio(Monthly)

.86 Times

Fund Manager Details:

R Srinivasan M.Com., MFM from University of Bombay. Mr. Srinivasan is M.Com and MFM.Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

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.

Top Holdings:

  • Capital Goods-Non Electrical Equipment (12.24)
  • Consumer Durables (8.78)
  • FMCG (7.64)
  • Finance (7.47)
  • Pharmaceuticals (5.37)
  • Chemicals (4.62)
  • Textiles (4.13)
  • Infrastructure Developers & Operators (3.46)
  • Paper (3.32)
  • Hotels & Restaurants (3.32)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition