SBI Small Cap (Equity, Small Cap)

Moderately High
9 yrs 6 monthsStarted on:09 Sep 2009
₹ 1504.4 Cras on: 15 Feb 2019
Long Term Horizon
2.44%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR9.89
3 YR15.72

SIP Returns

TenureReturns (CAGR)
3 YR4.28
5 YR13.49

Portfolio

Company Name% Assets
JK Cement Ltd5.08
HDFC Bank Ltd.4.29
Kewal Kiran Clothing Ltd.4.2
Bharat Heavy Electricals Ltd.3.4
Hatsun Agro Products Ltd.3.35
Chalet Hotel Ltd.3.32
Blue Star Ltd.2.97
Indostar Capital Finance Pvt Ltd.2.94
Galaxy Surfactants Ltd.2.9
Triveni Turbine Ltd.2.76

Top Sectoral Holdings

Sector Name% Assets
FMCG19.22
Engineering16.6
Financial14.95
Services9.2
Cons Durable6.84
Textiles6.67
Construction6.5
Automobile5.22
Healthcare3.04
Metals1.98

Indicators

LabelValue
Portfolio turnover ratio75
Standard Deviation19.81%
Beta0.81%
Sharpe Ratio0.49

R. Srinivasan

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.

Other Funds Managed by R. Srinivasan