SBI Small Cap Fund – Direct Plan
★★★★★ (Morningstar Rating)
Ranked #1 in Small-Cap category by last 5Y returns
Return Capacity: High
Risk level: Moderately High
Category: Open-ended and Equity: Small Cap
Last 5 yr returns: 18.75% (as of August 22, 2019)
Minimum SIP Amount: Rs. 500
To boost total returns of your financial portfolios, our Registered Investment Advisor recommends you to take some risk by allocating at least 5-10% of the total portfolio in small-cap funds. SBI Bluechip Fund (rated 5 stars both from Morningstar & Value Research) is the perfect choice for the same.
- Even though markets are down in past months (causing this fund’s benchmark, S&P BSE Small-Cap, to give 5.83% 5Y returns), SBI Small Cap Fund has yielded excellent CAGR of 18.75% (past 5Y), which is 12.92% more than the returns of its benchmark.
- To reduce the risk that comes with equity exposure, the fund is well-diversified between small-/mid-/large-cap stocks (out of it’s 88.16% investment in Indian stocks, 3.09%/14.55%/67.67% is in large-/mid-/small-cap stocks respectively.
- Fund manager’s insistence on diligence and long enough time perspectives have helped the fund in delivering consistently high returns with this fund when compared with other funds in the small-cap category.