We will discuss the SBI Small Cap Fund Direct Growth for long term, and whether you should invest in it. We will share everything based on its past performance, history, and fundamental analysis.
What is sbi small cap fund direct growth ?
The SBI Small Cap Fund Direct Growth is a mutual fund scheme that invests in small-cap companies. Small-cap companies are those with a market capitalization of less than Rs. 5000 crore. These companies are typically newer and riskier than large-cap companies, but they also have the potential to grow at a faster rate. The SBI Small Cap Fund Direct Plan Growth is a good investment option for investors who are looking to invest in small-cap companies with high growth potential. The fund is managed by SBI Mutual Fund and aims to provide long-term capital growth by investing in small-cap companies that are expected to grow rapidly in the future.
The fund managers use a bottom-up approach to stock selection, focusing on identifying companies with strong fundamentals, good management, and a sustainable business model. The portfolio is well-diversified across sectors and stocks, reducing the risk associated with investing in small-cap companies. The SBI Small Cap Fund Direct Plan Growth has consistently outperformed its benchmark index, making it a reliable investment option for investors seeking high returns. The fund is suitable for investors with a high-risk appetite and a long-term investment horizon.
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Here are some key parameters of the fund:
- Assets under management (AUM): ₹20018 Cr as of July 2023, which is more than the category average.
- Expense ratio: 0.7%
Overall, the SBI Small Cap Fund Direct Plan Growth is a good option for investors who are looking to invest in small-cap companies for the long term. However, it is important to note that small-cap funds are inherently risky and you should only invest money that you can afford to lose.
Here are some of the risks associated with investing in small-cap funds:
- Small-cap companies are more volatile than large-cap companies. This means that their prices can fluctuate more wildly, which can lead to losses.
- Small-cap companies are less liquid than large-cap companies. This means that it can be more difficult to buy and sell their shares, which can also lead to losses.
- Small-cap companies are more likely to fail than large-cap companies. This means that you could lose all of your investment if the company goes bankrupt.
If you are considering investing in small-cap funds, it is important to do your own research and speak to a financial advisor to get personalized advice.
SBI Small Cap Fund Direct Plan Growth Overview
| Parameter | Value |
|---|---|
| Expense Ratio | 0.71% |
| Benchmark | S&P BSE Smallcap TR INR |
| AUM (Assets Under Management) | ₹20,018 Crore |
| Inception Date | 1 January 2013 |
| Minimum Lumpsum Investment | ₹5,000 |
| Minimum SIP (Systematic Investment Plan) | ₹500 |
| Exit Load | 1% |
| Lock-In Period | No Lock-in |
| Turnover | 8.74% |
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(FAQs) and answers for the SBI Small Cap Fund Direct Growth for long term 2025 to 2030 ?
Q: How much returns has SBI Small Cap Fund – Direct Growth generated?
A: The SBI Small Cap Fund – Direct Growth has delivered a return of 26.1% since its inception.
Q: What is the expense ratio of SBI Small Cap Fund – Direct Growth?
A: The expense ratio of SBI Small Cap Fund – Direct Growth is 0.71% as of 08 September 2023.
Q: What is the NAV of SBI Small Cap Fund – Direct Growth?
A: The NAV (Net Asset Value) of SBI Small Cap Fund – Direct Growth is ₹153.8 as of September 2023.
Q: How to redeem SBI Small Cap Fund – Direct Growth holding?
A: You can redeem your SBI Small Cap Fund – Direct Growth holdings through the app by selecting the fund name and clicking on the “Redeem” option. You can enter the desired amount or units to redeem or choose to redeem all units.
Q: What is the AUM of SBI Small Cap Fund – Direct Growth?
A: The Assets Under Management (AUM) of SBI Small Cap Fund – Direct Growth is ₹6,48,640 Crore as of 08 September 2023.
Q: What is the minimum SIP amount of SBI Small Cap Fund – Direct Growth?
A: The minimum Systematic Investment Plan (SIP) amount for SBI Small Cap Fund – Direct Growth is ₹500.
Q: Is there any lock-in period for SBI Small Cap Fund – Direct Growth?
A: No, there is no lock-in period for SBI Small Cap Fund – Direct Growth.
Q: Can I make investments in both the SIP and Lump Sum schemes of SBI Small Cap Fund – Direct Growth?
A: Yes, you can choose to invest in both SIP and Lumpsum schemes of SBI Small Cap Fund – Direct Growth based on your investment objectives and risk tolerance.
Q: What are the top sectors SBI Small Cap Fund – Direct Growth has invested in?
A: The top sectors that SBI Small Cap Fund – Direct Growth has invested in are:
- Industrial Products: 15.05%
- Debt: 14.56%
- Consumer Durables: 13.12%
- Construction: 8.15%
- Leisure Services: 6.74%
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