SBI Small Cap Fund Regular Plan Growth

• Alpha 3.02%
• Beta 0.83
• Sharpe Ratio1.03
• Std Deviation 12.63%
• Tracking Error 7.23%

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.

The SBI Small Cap Fund Regular Plan Growth has an AUM of 33285.18 crores & has delivered CAGR of 28.55% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.56%. The minimum investment in SBI Small Cap Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Treps, Finolex Industries, Blue Star & Kalpataru Projects International.

The major sectors where the fund is invested are Construction Services, Misc. Capital Goods, Food Processing & Electronic Instr. & Controls.

Some of the similar funds are Quant Small Cap Fund Growth, Nippon India Small Cap Fund - Growth, HDFC Small Cap Fund Growth, Axis Small Cap Fund Regular Growth, SBI Small Cap Fund Regular Plan Growth. SBI Small Cap Fund Regular Plan Growth has a sharpe ratio of 1.03 & a standard deviation of 12.63%.