SMALL IN SIZE, BIG ON POTENTIAL
Know your SBI Small Cap Fund
Some of the biggest companies today have had humble beginnings. They started with only an idea and a hunger for success and the have not looked back since. SBI Small Cap Fund invests in such companies who dream big and ave the potential to be a part of the big league.
Investment Objective
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.
Key Highlights
Follows a bottom up strategy to identify high-growth potential companies in small cap space (Small camps are companies beyond top 250 by market capitalization)
Small Caps tend to potentially outperform over the long term, more so during continued uptrend.
Opportunity to invest in niche businesses. focus is on identifying businesses with scalability Suitable for investors with a moderately high level of risk appetite, looking to invest in small cap companies that can benefit from the growth potential in the Indian economy.
Fund Details
Exit Load: For exit within 1 year from the date of allotment -1%
For exit after 1 year from the date of allotment - Nil
Entry Load: N.A.
SIP: Fresh Registration through Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP), individually or cumulatively, shall be allowed for a maximum of up Rs. 25,000/- per Pan for monthly, quarterly, semi-annual and annual frequency.
For details refer addendum dated May 14,2018.
Minimum Investment : Fresh Lumpsum subscription/ switch-in from any other scheme to all the Plans & Options of the scheme through any mode including Stock Exchange platform continues to be suspended in terms of notice-addendum dated October 28, 2015.
Plans Available : Regular and Direct
Options: Growth and Dividend.
Fund Manager : Mr. R. Srinivasan
Managing Since: Nov 2013
Total Experience : Over 26 Years
Quantitative Data:
Standard Deviation : 19.04%
Sharpe Ratio: 0.51
Portfolio Turnover : 0.66
data as on 30th Sep.2019
No comments:
Post a Comment
Pleas do note enter any spam link in the comment box.