RS
R. SrinivasanFund Manager Since 16 Nov 2013
EquitySmall-Cap
SBI Small Cap Fund Regular Plan Growth
3Y Annualised
14.11%
0.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
12.49%
0.34% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 3 months
NIFTY 50
6 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹32285.56 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
For exit within one year from the date of allotment -1%. For exit after one year from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Small Cap Fund Direct Payout of Income Dist cum Cap Wdrl
18.41%
2nd
Bank of India Small Cap Fund Direct Reinvestment of Income Dist cum Cap Wdrl
18.41%
3rd
Bank of India Small Cap Fund Direct Growth
18.40%
4th
Bank of India Small Cap Fund Regular Growth
18.23%
5th
Bank of India Small Cap Fund Regular Reinvestment of Income Dist cum Cap Wdrl
18.22%
141st
SBI Small Cap Fund Regular Plan Growth
12.49%
Fund Managers
About SBI Small Cap Fund Regular Plan Growth
SBI Small Cap Fund Regular Plan Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 16 years, having been launched on 2009-09-09. SBI Small Cap Fund Regular Plan Growth has ₹32285.56 Cr worth of assets under management (AUM) as of Thu Apr 30 2026. The latest Net Asset Value (NAV) of SBI Small Cap Fund Regular Plan Growth as of Wed Apr 29 2026 is ₹168.58. The fund has an expense ratio of 1.6%, which is medium comparable to most other Equity funds.
SBI Small Cap Fund Regular Plan Growth returns for the last 1 year are 4.38%. Since launch, it has delivered 18.51% average annual returns.
The SBI Small Cap Fund Regular Plan Growth has the majority of its money invested in Consumer Cyclical, null, Financial Services, Basic Materials, Industrials, Healthcare sectors.
Top 5 Holdings of SBI Small Cap Fund Regular Plan Growth.
- Ather Energy Ltd: 4.69%
- Nifty Index 28-04-2026: 3.47%
- ZF Commercial Vehicle Control Systems India Ltd: 2.99%
- City Union Bank Ltd: 2.92%
- Navin Fluorine International Ltd: 2.86%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2009-09-09 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Small Cap Fund Regular Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
