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SBI Mutual Fund · Equity: Small Cap
SBI Small Cap Fund - Regular Plan - Growth
The investment objective of the Scheme is 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. There can be no assurance that the investment objective of the scheme will be realized.
EquityBenchmark · BSE 250 SmallCap TRITER · 1.64%Inception · 01-09-2009
NAV
₹164.86
-0.28% · as of 14-05-2026
Since inception
18.29%
CAGR
Benchmark (inception)
15.59%
CAGR
Fund size
₹371 Cr
AUM
Expense ratio
1.64%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +18.29% CAGR vs benchmark +15.59%.
Portfolio
Where the money is invested
Top holdings
TREPS9.51%
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-4.69%
ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ2.99%
CITY UNION BANK LIMITED EQ NEW RS. 1/-2.92%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.86%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-2.59%
Belrise Industries Limited2.51%
HONEYWELL AUTOMATION INDIA LIMITED EQ2.43%
Krishna Institute Of Medical Sciences Limited2.37%
DOMS INDUSTRIES PRIVATE LIMITED EQ2.35%
Sector allocation
Financial Services14.43%
Automobile and Auto Components14.03%
Capital Goods11.69%
Chemicals11.49%
Consumer Durables7.97%
Consumer Services7.85%
Fast Moving Consumer Goods5.98%
Construction5.55%
Healthcare2.37%
Information Technology2.33%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.3% p.a.₹10,000
10 years
Projected value
₹34,25,276
Invested: ₹12,00,000
Gained: ₹22,25,276
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. R. Srinivasan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
125494
ISIN (Growth)
INF200K01T28
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Small Cap funds
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