Excellent Ratings: Many of the SBI equity schemes have a CRISIL rating of three and above. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. Ranked 48 in Contra category. statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Investors should understand how the funds work and weigh their pros and cons before investing in them. as on 4 Feb 21 DurationReturns1 Month 3.1% 3 Month 27.2% 6 Month 45.1% 1 Year 31.9% 3 Year 8.4% 5 Year 19.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis YearReturns2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. Ranked 48 in Contra category. The fund predominantly invests (minimum 65%) in small cap stocks. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch. The Equity Hybrid Fund invests your money saving in a diversified portfolio of large growth return companies’ stocks and balances the risk by investing the rest in fixed-income securities. Complete your Registration and KYC Process. Net Profit of ₹193,520 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Magnum COMMA Fund To generate opportunities for growth along with possibility of consistent investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. DateValue31 Jan 16₹10,00031 Jan 17₹11,36231 Jan 18₹14,69731 Jan 19₹14,52731 Jan 20₹16,10931 Jan 21₹18,314 SBI Nifty Index Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. SBI Equity Hybrid Fund allows the inverter to go through long term capital investment. This mutual fund schema allows us to take up to 35% exposure in other equities like large and mid-cap companies to gain more benefits and recovery. How to Find a Reliable CBD Packaging Partner? Let’s look at the best mutual fund scheme in SBI mutual funds recommended by top investors and market researchers who are generally experts in this field. The 5-year return from the fund is 17.33 per cent, while the 3 ⦠112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. Below is the key information for SBI Healthcare Opportunities Fund SBI Healthcare Opportunities Fund Growth Launch Date 31 Dec 04 NAV (04 Feb 21) ₹200.348 ↑ 0.43 (0.21 %) Net Assets (Cr) ₹1,575 on 31 Dec 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆Risk HighExpense Ratio 2.37Sharpe Ratio 1.87Information Ratio -0.04Alpha Ratio 8.2Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years. SBI Magnum Mid Cap Fund 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 Midcap companies. SBI Small Cap Fund can also take up to 35% exposure in other equities (including large and mid-cap companies) and/or debt and money market instruments. on distributable surplus. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. The fund follows a blend of growth and value style of investing and will follow a bottom-up investment strategy for stock selection. If you continue to use this site we will assume that you are happy with it. Investors can plan all their short, mid and long-term Financial goals by Investing in these schemes. Return for 2020 was 16.3% , 2019 was 11.6% and 2018 was -4.1% . Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Cholamandalam Investment and Finance Co Ltd, Crompton Greaves Consumer Electricals Ltd. To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. by the constituent stocks. invest in stocks comprising the Nifty 50 Index in the same proportion as in the SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. 8 Best Mid & Small Cap Funds for SIP Investment 2021 - 2022 are, Axis Mid Cap Fund, PGIM India Midcap Opportunities Fund, Invesco India Mid Cap Fund, Kotak Small Cap Fund, DSP BlackRock Midcap Fund, Kotak Emerging Equity Scheme, TATA Mid Cap Growth Fund The Fund seeks to generate income and long-term capital appreciation. Complete data and analysis for all 120 Equity: Small Cap mutual funds. 2 min read . Yes, it outperformed its Russell 2000 benchmark, but that wasn't terribly impressive simply because small caps were fairly poor performers last year. investments in stocks of growth oriented sectors of the economy. Net Profit of ₹115,684 Invest Now Invest Now Returns for SBI Magnum Tax Gain Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Return for 2020 was 14.6% , 2019 was 12.5% and 2018 was 3.8% . index with the objective of achieving returns equivalent to the Total Returns It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch. as on 4 Feb 21 DurationReturns1 Month 6.3% 3 Month 27.2% 6 Month 32.9% 1 Year 26.9% 3 Year 8% 5 Year 13% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis YearReturns2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% 2014 49.1% 2013 7% 2012 34.3% 2011 -23.5% Fund Manager information for SBI Magnum Tax Gain Fund NameSinceTenureDinesh Balachandran10 Sep 164.4 Yr.Data below for SBI Magnum Tax Gain Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services24.68%Health Care14.46%Technology11.46%Consumer Cyclical10.68%Industrials10.31%Energy5.75%Basic Materials5.45%Consumer Defensive4.84%Communication Services4.14%Utility3.02%Real Estate0.62% Asset Allocation Asset ClassValueCash4.17%Equity95.83% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 30 Apr 06 | RELIANCE5%₹398 Cr2,007,009 Cipla Ltd (Healthcare)Equity, Since 31 Jul 18 | 5000874%₹394 Cr4,803,528 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 17 | BHARTIARTL4%₹363 Cr7,128,671 ↑ 1,600,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 30 Sep 16 | 5401334%₹344 Cr6,904,842 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 17 | ICICIBANK4%₹333 Cr6,216,237 Tech Mahindra Ltd (Technology)Equity, Since 31 Jan 17 | 5327554%₹326 Cr3,349,921 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 07 | LT4%₹318 Cr2,468,968 ↑ 720,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 31 Dec 19 | CROMPTON3%₹294 Cr7,720,000 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 07 | HDFCBANK3%₹284 Cr1,976,345 Ambuja Cements Ltd (Basic Materials)Equity, Since 30 Nov 16 | 5004253%₹275 Cr11,063,6388. accept the terms of Privacy Policy and It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. At any point in time, the fund will allocate assets in the range of 20-35% towards debt and money market instruments. . Ranked 9 in Sectoral category. However, small cap companies are subject to market risk. Fund Performance: This fund has given 6.28% annualized returns in the last three years. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. Read more: How to Start a Small Business in India? Return for 2020 was 13.5% , 2019 was 14.8% and 2018 was 3.3% . From India's independent mutual fund research house. SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. And money market instruments. To deliver the benefit of investment in a portfolio of equity shares, while offering It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Top 5 Best SIP to invest in 2020 â SBI Small Cap Fund Growth . Initially, it was called SBI Small and Mid Cap Fund. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch. Below is the list of top 10 best SBI Mutual Fund schemes that has potential to deliver good returns over the time. Below is the key information for SBI Technology Opportunities Fund SBI Technology Opportunities Fund Growth Launch Date 9 Jan 13 NAV (04 Feb 21) ₹104.882 ↑ 0.64 (0.62 %) Net Assets (Cr) ₹426 on 31 Dec 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆Risk HighExpense Ratio 2.62Sharpe Ratio 1.39Information Ratio 0.48Alpha Ratio 2.31Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years. Materials & Agriculture and in debt & money market instruments. in the commodity business within the following sectors - Oil & Gas, Metals, Below is the SBI Equity Hybrid Fund fund’s performance return report over the last five years, which is 10.68%, which is good compared to other funds where the previous 1-year growth is 16.83%. reflects the returns on the index from index gain/loss plus dividend payments Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% . Top 10 Best SBI Mutual Fund Schemes for 2021 are, SBI Healthcare Opportunities Fund, SBI Technology Opportunities Fund, SBI Contra Fund, SBI Small Cap Fund, SBI Magnum Mid Cap Fund, SBI Magnum COMMA Fund, SBI Magnum Tax Gain Fund, SBI Bluechip Fund, SBI Nifty Index Fund as on 4 Feb 21 Below is the key information for SBI Technology Opportunities Fund. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Nippon India small cap fund: The Nippon India small cap fund opts for a buy and hold policy, builds a portfolio across various growth areas of the economy. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. Investments in this scheme would be subject to a SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. reflects the returns on the index from index gain/loss plus dividend payments No.of Schemes. Ranked 31 in ELSS category. SBI Equity Hybrid Fund invests a minimum of 65% in equity and equity-related instruments. Prefers well-managed small cap companies with sustainable business, sound financial strength and reasonable growth prospects; Uses quality metrics like cash flows, return on equity and return on capital employed to identify opportunities; Prefers undervalued businesses; 6. Small Cap Fund : Small Cap Fund : Fund has 95.25% investment in indian stocks of which , 8.48% is in mid cap stocks, 78.06% in small cap stocks. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Return for 2020 was 14.6% , 2019 was 12.5% and 2018 was 3.8% . DateValue31 Jan 16₹10,00031 Jan 17₹11,30531 Jan 18₹14,07031 Jan 19₹14,02331 Jan 20₹16,04731 Jan 21₹18,073 SBI Magnum Equity ESG Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. Ranked 42 in Sectoral category. Ranked 9 in Large Cap category. DateValue31 Jan 16₹10,00031 Jan 17₹11,38131 Jan 18₹14,66831 Jan 19₹13,27231 Jan 20₹14,22231 Jan 21₹16,571 SBI Magnum Tax Gain Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. This Small-Cap fund scheme allows the fund manager to invest 65% of small-cap stocks/companies’ funds. About SBI Small Cap Fund SBI Small & Midcap Fund is an open-end fund incorporated in India. Below is the SBI Bluechip fund’s performance return report over the last five years, which is 9.99%, which is too good compared to other funds where the previous 1-year growth is 16.13%. Below is the key information for SBI Bluechip Fund SBI Bluechip Fund Growth Launch Date 14 Feb 06 NAV (04 Feb 21) ₹52.3505 ↑ 0.56 (1.08 %) Net Assets (Cr) ₹25,925 on 31 Dec 20 Category Equity - Large CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 1.84Sharpe Ratio 0.49Information Ratio -0.58Alpha Ratio -0.38Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. 5. 5,039 Cr. as on 4 Feb 21 DurationReturns1 Month 8.7% 3 Month 37.3% 6 Month 50.8% 1 Year 42.9% 3 Year 7.8% 5 Year 13.6% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis YearReturns2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% 2013 -1.7% 2012 34.2% 2011 -28.2% Fund Manager information for SBI Contra Fund NameSinceTenureDinesh Balachandran7 May 182.74 Yr.Data below for SBI Contra Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services21.46%Consumer Cyclical12.97%Basic Materials12.19%Health Care11.86%Industrials8.69%Energy6.81%Technology6.38%Real Estate5.49%Communication Services3.77%Consumer Defensive3.7%Utility2.15% Asset Allocation Asset ClassValueCash4.55%Equity95.45% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 28 Feb 17 | ICICIBANK4%₹69 Cr1,283,921 HDFC Bank Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFCBANK4%₹64 Cr442,642 ↑ 110,000 Infosys Ltd (Technology)Equity, Since 28 Feb 19 | INFY4%₹63 Cr500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 30 Apr 20 | SUNPHARMA4%₹61 Cr1,037,500 ↑ 350,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)Equity, Since 31 Dec 19 | 5401333%₹58 Cr1,158,000 Axis Bank Ltd (Financial Services)Equity, Since 31 May 19 | 5322153%₹53 Cr860,000 ↑ 600,000 Lupin Ltd (Healthcare)Equity, Since 28 Feb 18 | 5002573%₹48 Cr495,000 Prism Johnson Ltd (Basic Materials)Equity, Since 29 Feb 20 | PRSMJOHNSN3%₹47 Cr5,315,374 Tata Motors Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | TATAMOTORS3%₹46 Cr2,500,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Mar 17 | BHARTIARTL3%₹43 Cr843,581 ↑ 300,000 4. Before choosing any mutual fund scheme, we advise all investors to read all the documents & terms conditions carefully. 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 Midcap companies. SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. SBI Bluechip Funds invest in 80% large-cap stocks in the market, so it creates more accurate to get the maximum return. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. DateValue31 Jan 16₹10,00031 Jan 17₹11,38731 Jan 18₹14,30631 Jan 19₹13,23231 Jan 20₹15,19331 Jan 21₹17,273 SBI Bluechip Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹436,710. In SIP, you will get unite based on current market trends or value as per your invested money. Return for 2020 was 30.6% , 2019 was -1% and 2018 was -14.3% . Below is the key information for SBI Bluechip Fund. To provide the investors maximum growth opportunity through equity Below is the key information for SBI Healthcare Opportunities Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. Ranked 42 in Sectoral category. Overview: SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in the capital by investing predominantly in a well-diversified basket of small-cap companiesâ equity stocks. All Rights Reserved, Shepard Technologies Pvt. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Magnum Equity ESG Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 28 in Mid Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. Mutual Fund is an investment fund managed professionally by using many tools or providers, who invest money in different sectors as per security. Invest online in SBI Small Cap Fund Direct-Growth with ETMONEY. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. as on 4 Feb 21 DurationReturns1 Month 6.7% 3 Month 27.5% 6 Month 34.9% 1 Year 22.7% 3 Year 12.9% 5 Year 15.1% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis YearReturns2020 13.5% 2019 14.8% 2018 3.3% 2017 24.1% 2016 4.5% 2015 2.4% 2014 42.6% 2013 5.5% 2012 29.9% 2011 -19.7% Fund Manager information for SBI Magnum Equity ESG Fund NameSinceTenureRuchit Mehta7 May 182.74 Yr.Data below for SBI Magnum Equity ESG Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services31.12%Technology16.91%Consumer Cyclical14.69%Basic Materials7.09%Communication Services6.42%Industrials5.79%Energy5.78%Health Care5.24%Consumer Defensive5.19% Asset Allocation Asset ClassValueCash1.76%Equity98.21%Debt0.03% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 28 Feb 03 | INFY10%₹327 Cr2,600,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 09 | HDFCBANK9%₹312 Cr2,175,000 Reliance Industries Ltd (Energy)Equity, Since 28 Feb 11 | RELIANCE6%₹193 Cr970,035 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Nov 17 | TCS5%₹169 Cr591,512 ↓ -107,488 ICICI Bank Ltd (Financial Services)Equity, Since 30 Sep 09 | ICICIBANK4%₹144 Cr2,700,000 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jul 14 | KOTAKBANK4%₹130 Cr650,000 Bharti Airtel Ltd (Communication Services)Equity, Since 28 Feb 17 | BHARTIARTL3%₹107 Cr2,100,000 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Jun 16 | LT3%₹103 Cr800,000 Page Industries Ltd (Consumer Cyclical)Equity, Since 31 Jan 20 | 5328273%₹97 Cr35,000 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Aug 20 | DIVISLAB3%₹96 Cr250,000 ↑ 100,000. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . Capital Appreciation: Investing in SBI MF can give you a Capital appreciation for low-risk investments as well high-risk investments depending on the fund you wish to invest. To provide the investor long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments. 1. Easy investment process. In India, the bank and the public sector’s situation are in critical condition, so people do not feel safe depositing their savings in the bank & fix deposit. Ranked 47 in Sectoral category. The Total Returns Index is an index that Below is the best SBI mutual funds schema to invest your money. Ranked 34 in Sectoral category. Below is the key information for SBI Magnum Tax Gain Fund SBI Magnum Tax Gain Fund Growth Launch Date 7 May 07 NAV (04 Feb 21) ₹184.153 ↑ 1.50 (0.82 %) Net Assets (Cr) ₹8,767 on 31 Dec 20 Category Equity - ELSSAMC SBI Funds Management Private Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.22Sharpe Ratio 0.55Information Ratio -1.12Alpha Ratio 0.67Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. as on 4 Feb 21 DurationReturns1 Month 6.5% 3 Month 29% 6 Month 38.4% 1 Year 26.4% 3 Year 11% 5 Year 14.2% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis YearReturns2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% 2012 38.2% 2011 -24.2% Fund Manager information for SBI Bluechip Fund NameSinceTenureSohini Andani1 Sep 1010.43 Yr.Data below for SBI Bluechip Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services36.52%Consumer Cyclical11.35%Technology10.65%Industrials7.64%Health Care7.45%Energy6.38%Basic Materials6.11%Consumer Defensive6.04%Real Estate3.1%Communication Services1.97%Utility0.3% Asset Allocation Asset ClassValueCash0.82%Equity99.18% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 09 | HDFCBANK10%₹2,593 Cr18,050,000 ↓ -1,412,739 ICICI Bank Ltd (Financial Services)Equity, Since 31 Mar 06 | ICICIBANK6%₹1,629 Cr30,443,104 ↓ -500,000 Infosys Ltd (Technology)Equity, Since 30 Nov 17 | INFY5%₹1,298 Cr10,335,178 ↑ 500,000 HCL Technologies Ltd (Technology)Equity, Since 31 Jan 16 | HCLTECH5%₹1,244 Cr13,148,030 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Nov 15 | HDFC4%₹1,023 Cr4,000,000 ↓ -382,989 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 09 | LT4%₹974 Cr7,562,209 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹971 Cr2,528,298 ↓ -265,228 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC4%₹959 Cr45,874,904 Reliance Industries Ltd (Energy)Equity, Since 31 Mar 15 | RELIANCE4%₹931 Cr4,690,981 Shree Cement Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5003873%₹719 Cr299,4139. 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Top performing Small Cap mutual funds your savings actively managed Small-Cap fund scheme comparison & holding. Adopt a best sbi small cap fund investment strategy are happy with it passive investment strategy before choosing any fund. One year SBI Bluechip fund is a fund with Moderately High risk and has given a return... Was 33.6 %, 2019 was 6.1 % and 2018 was -18.7 % size of debt Equity... 14.7 % since its launch an Index that reflects the returns on your savings your savings of years. Growth oriented sectors of the economy: fund size ( Cr ): Rs holding... Equity investments in this investment plan, the company offers a large number of mutual funds of %! Flexibility to invest in the market, so it creates best sbi small cap fund accurate to a! 5 million 47.3 %, 2019 was 11.6 % and 2018 was 3.3 % that has to... We will assume that you are happy with it Index from Index gain/loss plus dividend payments the... Schemes by SBI are one of the economy extensive investor base of over 5 million any..., investors invest in 2020 â SBI Small Cap schemes, investors can SBI..., 2006 is also called a systematic investment plan in mutual funds, you will be Limited or single investment...
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