SBI Mutual FundSmall CapVery High Risk

SBI Small Cap Fund - Direct Plan - Growth

Current NAV₹192.12as of 30/5/2026

AUM2.46 Lac Cr

AUM

2.46 Lac Cr

Expense Ratio

0.82%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

18 November 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 17.83 | Sharpe Ratio: 0.39

Fund Manager & Key Metrics

Fund ManagerR. Srinivasan(10.2 years yrs)

Volatility17.83

Sharpe Ratio0.39

Portfolio Turnover23%

BenchmarkNifty Smallcap 250 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 91.00% | Cash & Equivalents: 9.00%

Investment Objective

Aims to provide capital appreciation by investing in Small Cap securities

Top Holdings

As of 25-May-2026

1. Aarti Drugs Ltd.3.2%

2. Hatsun Agro Product Ltd.2.9%

3. National Aluminium Company Ltd.2.7%

4. VST Tillers Tractors Ltd.2.5%

5. Repco Home Finance Ltd.2.3%

6. RACL Geartech Ltd.2.1%

7. Neuland Laboratories Ltd.2.0%

8. Mold-Tek Packaging Ltd.1.9%

9. NIIT Learning Systems Ltd.1.8%

10. Nuvama Wealth Management Ltd.1.7%

Overview

SBI Small Cap Fund - Direct Plan - Growth investment objective and strategy

SBI Small Cap Fund - Direct Plan - Growth ka objective hai high growth potential wale chhote companies mein invest karna. Ye fund small cap category mein aata hai aur iski strategy long-term wealth creation pe focus karti hai. Agar aap aggressive investors hain, jo kisi high growth mutual fund mein invest karna chahte hain, toh ye fund aapke liye suitable ho sakta hai. Is fund me SIP investing karne se aap market volatility ke risk ko bhi manage kar sakte hain. Chaliye, aage badhte hain aur is fund ki portfolio strategy ko samajhte hain.

Performance & Analysis

SBI Small Cap Fund - Direct Plan - Growth returns analysis 2026

SBI Small Cap Fund - Direct Plan - Growth ne recent years mein mixed performance dikhayi hai. 1 saal ka return abhi sirf 0.06% hai, jo ki benchmark Nifty Smallcap 250 TRI se behtar nahi hai. Lekin 3 saal ke returns 13.45% aur 5 saal ke returns 14.57% hain, jo ki thoda consistent hai. Fund ka performance fund manager R. Srinivasan ki strategic decisions pe bhi depend karta hai. Unka 10.2 saalon ka experience is fund ki stability ko enhance karta hai. Volatility ko samajhna bhi zaroori hai. Small cap funds mein volatility kaafi high hoti hai, par long term investors ko ye bhi pata hona chahiye ki ye short-term fluctuations aakhir mein wealth creation mein help kar sakti hain. Aapne socha hoga ki kya ye fund sach mein aapke liye sahi hai? Fund ke consistent performance aur manager ki expertise ko dekhte hue, investors ko ye fund consider karna chahiye.

SBI Small Cap Fund - Direct Plan - Growth ke top holdings aur portfolio

SBI Small Cap Fund - Direct Plan - Growth ki top holdings mein kuch notable companies hain, jaise: - Aarti Drugs Ltd. (3.2%) - Hatsun Agro Product Ltd. (2.9%) - National Aluminium Company Ltd. (2.7%) - VST Tillers Tractors Ltd. (2.5%) - Repco Home Finance Ltd. (2.3%) Inke alawa, is fund ka sector allocation diversified hai, jo ki chemicals, agro, aur finance sectors ko cover karta hai. Ye holdings fund ki growth strategy se align karti hain, kyunki ye companies high growth potential rakhti hain. Portfolio ka yeh diversification investors ko long term mein achhe returns dene ki ummeed deti hai.

SBI Small Cap Fund - Direct Plan - Growth riskometer and downside risk

SBI Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai, jo indicate karta hai ki is fund mein investment karte waqt investors ko significant risk ka saamna karna pad sakta hai. Small cap funds mein volatility zyada hoti hai, toh yeh fund un logon ke liye zyada suitable hai jo high risk tolerance rakhte hain. Agar aapko is fund ki downside risk samajhni hai, toh yeh zaroori hai ki aap apni investment horizon ko dhyaan mein rakhein. Aapko yeh bhi pata hona chahiye ki market ke fluctuations se aapka portfolio kitna impact ho sakta hai. Ek disciplined approach aur long-term perspective se aap in risks ko manage kar sakte hain.

Who Should Invest?

SBI Small Cap Fund - Direct Plan - Growth future outlook for long term investors

SBI Small Cap Fund - Direct Plan - Growth ki future outlook positive hai, especially un logon ke liye jo long-term investing mein believe rakhte hain. Historical data dekha jaye toh small cap companies ne aksar economic growth ke dauran achha perform kiya hai. Ye fund sectors jaise chemicals aur finance mein exposure rakhta hai, jo ki future growth ke liye promising hain. Updated in May 2026, aapko yeh dhyan mein rakhna hoga ki market dynamics change ho sakte hain, lekin historically, small cap funds ne lambi avadhi mein achhe returns diye hain. Agar aap risk ko accept karne ke liye tayar hain, toh yeh fund aapki portfolio diversification mein madadgar ho sakta hai.

Pros & Cons

SBI Small Cap Fund - Direct Plan - Growth advantages and disadvantages

High growth potential due to small cap investment.
Experienced fund manager with over 10 years of track record.
Diversified portfolio across various sectors.
Suitable for aggressive investors looking for long-term gains.

High risk and volatility associated with small cap stocks.
Recent performance has been inconsistent.
Lower liquidity compared to large cap funds.

Frequently Asked Questions

common questions about SBI Small Cap Fund - Direct Plan - Growth

SBI Small Cap Fund - Direct Plan - Growth kya hai?

SBI Small Cap Fund - Direct Plan - Growth ek equity mutual fund hai jo high growth potential wale small cap companies mein invest karta hai. Ye long-term investors ke liye suitable hai.

SIP investing kaise karein is fund mein?

Aapko SIP ke through invest karne ke liye fund ka official website ya kisi mutual fund distributor se contact karna hoga. SIP se regular investment aapki overall portfolio ko manage karne mein madad karega.

Kya SBI Small Cap Fund - Direct Plan - Growth risky hai?

Haan, is fund ka riskometer 'Very High' hai, jo indicates karta hai ki ismein investment karne se significant downside risk ho sakta hai. Isliye, sirf wohi investors jo high risk tolerance rakhte hain, is fund mein invest karein.

Returns

Period	Fund Return (%)	Benchmark (Nifty Smallcap 250 TRI) (%)
1 Year	0.06%	—
3 Years	13.45%	—
5 Years	14.57%	—
Since Launch	23.96%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 13.4%

Invested: ₹956k

Gains: ₹22145k

Total Invested

₹956245.48

Total Returns

+ ₹22145256.60

Maturity Value

₹23101502.08

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 13.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

Similar Funds

Related Funds in Small Cap

Angel One Mutual Fund Small Cap Fund - Direct Plan - Growth Groww Mutual Fund Small Cap Fund - Direct Plan - Growth HDFC Small Cap Fund - Direct Plan - Growth Quant Mutual Fund Small Cap Fund - Direct Plan - Growth LIC Mutual Fund Small Cap Fund - Direct Plan - Growth

Compare with Alternatives

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.