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SBI Small Cap Fund is the very best performing mutual fund scheme inside the small cap class. A five-year SIP in SBI Small Cap Fund has generated 11% annualised returns and a 10-year SIP has given over 19% annualised returns. The small cap mutual fund class on a median has given 4.28% returns for a 5-year SIP and 11.13% for a 10-year SIP. SBI Small Cap Fund has remained inside the excessive quartile on the premise of full returns in 5 out of the ultimate 10 calendar years, reveals Morningstar. The worst effectivity years have been 2018, 2016 and 2011 inside the closing 10 years when the scheme fell into the third quartile. The scheme manages property worth ₹4,270 crore as on July 31.
A small cap mutual fund scheme, as outlined by Sebi is an open-ended equity scheme predominantly investing a minimal of 65% of its property in small cap shares.
SBI Small Cap Fund invests invests 69% of its property in small cap shares and 22% in mid cap shares. PI Industries is the very best holding inside the scheme. The fund invests 4.73% of its property inside the agri-sciences agency. PI Industries was a model new addition to the scheme’s portfolio in July.
SBI Small Cap Fund invests 25% of its portfolio in excessive 10 shares held by the scheme. It has full 50 shares in its portfolio. Top 5 shares preserve 19% of the scheme’s portfolio. Here are the very best 10 shares held by SBI Small Cap ,the best-performing small cap mutual fund scheme:
Stock Name (% of full scheme AUM)
- PI Industries (4.73%)
- Elgi Equipments (4.12%)
- JK Cement (3.53%)
- Hawkins Cookers (3.40%)
- Dixon Technologies (3.40%)
- Hatsun Agro Product (3.31%)
- Navin Fluorine International (3.26%)
- City Union Bank (3.12%)
- Carborundum Universal (3.08%)
- The Great Eastern Shipping Company (2.88%)
Top three sectors signify 41% of the scheme’s portfolio. The excessive three sectors where the scheme is invested embrace consumer objects (19.62%), industrial manufacturing (16.30%) and chemical compounds (10.27%).
SBI Small Cap Fund was launched in September 2009 and has been managed by R. Srinivasan since November 2013.
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