HDFC Small Cap Fund. DateValue31 Jan 16₹10,00031 Jan 17₹9,29131 Jan 18₹12,26831 Jan 19₹13,87331 Jan 20₹15,07431 Jan 21₹21,829 SBI Technology Opportunities 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 ₹481,656. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Ranked 42 in Sectoral category. returns by investing predominantly in a portfolio of stocks of companies engaged SBI Contra Fund To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. 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%. 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. Tax Benefits: Saving tax is easier with SBI Mutual Fund. on distributable surplus. 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. Before few years, there was a trend to invest money in the real estate sector. Top 5 Small-Cap Mutual funds: 1. . on distributable surplus. It also seeks to distribute income periodically depending SBI Small Cap has continuously been a top performer for the last 5 … invest in stocks comprising the Nifty 50 Index in the same proportion as in the Return for 2020 was 18.9% , 2019 was 4% and 2018 was -8.3% . Complete your Registration and KYC Process. Yes, it outperformed its Russell 2000 benchmark, but that wasn't terribly impressive simply because small caps were fairly poor performers last year. Below is the key information for SBI Magnum Mid Cap Fund SBI Magnum Mid Cap Fund Growth Launch Date 29 Mar 05 NAV (04 Feb 21) ₹100.031 ↑ 0.69   (0.70 %) Net Assets (Cr) ₹4,253 on 31 Dec 20 Category Equity - Mid CapAMC SBI Funds Management Private Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.17Sharpe Ratio 0.77Information Ratio -0.21Alpha Ratio 4.35Min 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. To deliver the benefit of investment in a portfolio of equity shares, while offering Ranked 28 in Mid Cap category. Return for 2020 was 23.9% , 2019 was 11.8% and 2018 was -18.7% . Hello Friends, In this video i have done a review of SBI Small Cap Fund which is very popular fund among small cap category. Income-tax Act, 1961. Ranked 75 in Index Fund category. Below is the key information for SBI Contra Fund, The Scheme seeks to generate income and long term capital appreciation by This Small-Cap fund scheme allows the fund manager to invest 65% of small-cap stocks/companies’ funds. This fund is ideal for People (mostly retired) who are looking for regular income from investments. 2 min read . SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. 5. However, small cap companies are subject to market risk. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Technology Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. And, You are Ready to Invest! SIP is also called a systematic investment plan in mutual funds, a type of investment in mutual funds. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Magnum COMMA Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. SBI Small Cap Fund (SSCF) is a small cap fund that has stood strong in the recent market crash and has found a place among top performers. The Wasatch Ultra Growth Fund (NASDAQMUTFUND:WAMCX) did something stunning in 2019. Kaplan says the fund is down significantly from its high set in 2018, which makes it undervalued and a cheap buy for an investor with a … It also seeks to distribute income periodically depending Ranked 9 in Large Cap category. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by 2. Upload Documents (PAN, Aadhaar, etc.). Ranked 31 in ELSS category. index with the objective of achieving returns equivalent to the Total Returns Invest online in SBI Small Cap Fund-Growth with ETMONEY. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Ranked 34 in Sectoral category. sbi small cap fund: review|best small cap fund to invest|sbi small cap fund|sbi best mutual funds| ICICI Prudential Small Cap Fund Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% . 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. 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. Ranked 48 in Contra category. How to Bootstrap Your Business Online in 2020. This mutual fund has a good record of disbursing dividends regularly. Below is the key information for SBI Technology Opportunities Fund. as on 4 Feb 21 DurationReturns1 Month 5.3% 3 Month 24.9% 6 Month 34.3% 1 Year 24% 3 Year 11.7% 5 Year 15.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis YearReturns2020 14.6% 2019 12.5% 2018 3.8% 2017 29.1% 2016 3.4% 2015 -4.2% 2014 30.5% 2013 6.2% 2012 28.4% 2011 -24.6% Fund Manager information for SBI Nifty Index Fund NameSinceTenureRaviprakash Sharma1 Feb 1110.01 Yr.Data below for SBI Nifty Index Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash2.17%Equity97.83% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 31 Jan 03 | RELIANCE10%₹99 Cr498,640 ↓ -43,877 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 03 | HDFCBANK10%₹96 Cr671,059 ↓ -58,455 Infosys Ltd (Technology)Equity, Since 31 Jan 03 | INFY8%₹72 Cr571,548 ↓ -43,122 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 03 | HDFC7%₹71 Cr277,169 ↓ -23,415 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 03 | ICICIBANK6%₹57 Cr1,064,697 ↓ -92,459 Tata Consultancy Services Ltd (Technology)Equity, Since 28 Feb 05 | TCS5%₹46 Cr162,044 ↓ -14,259 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | KOTAKBANK5%₹45 Cr225,952 ↓ -19,812 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jan 03 | 5006963%₹33 Cr137,701 ↓ -12,118 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC3%₹28 Cr1,347,435 ↓ -118,536 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Dec 04 | LT3%₹24 Cr186,255 ↓ -18,716 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch. It is a fund with High risk and has given a CAGR/Annualized return of 10.8% since its launch. 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 47 in Sectoral category. SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. Ranked 42 in Sectoral category. Investors can plan all their short, mid and long-term Financial goals by Investing in these schemes. And money market instruments. SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. DateValue31 Jan 16₹10,00031 Jan 17₹11,90131 Jan 18₹19,50731 Jan 19₹15,25231 Jan 20₹18,11831 Jan 21₹22,585 SBI Small Cap 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 ₹493,520. Ranked 47 in Sectoral category. 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 Investors should understand how the funds work and weigh their pros and cons before investing in them. Instead of using lump sum, the market expert advice investors to use SIP when you have limited saving every month, and you want a better return for a significant investment. by the constituent stocks. In large-cap stocks, they choose highly known brands and well-established companies who are leaders in the market, making investors’ choices more secure. If you invest a lump sum amount in mutual funds, you will be limited or single time investment in mutual funds. SBI Small Cap Fund is a high risk scheme that follows the objective of providing high long term capital growth to investors by investing in companies that rank 251 and more in the equity market w.r.t market capitalization. All Rights Reserved, Shepard Technologies Pvt. It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch. Materials & Agriculture and in debt & money market instruments. SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in capital by investing predominantly in a well-diversified basket of equity stocks of small cap companies. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. This fund is from India’s top mutual fund house-SBI mutual fund and is managed by Mr. R Srinivasan. In India, investors invest in Mutual funds, such as a lump sum amount, and few are inviting their money in SIP. These funds have been shortlisted by considering several important parameters like AUM, NAV, past performances, peer average returns and other key parameters. Excellent Ratings: Many of the SBI equity schemes have a CRISIL rating of three and above. SBI Bluechip Funds invest in 80% large-cap stocks in the market, so it creates more accurate to get the maximum return. The scheme has been a stellar performer, beating its benchmark and peers by a fair margin. DateValue31 Jan 16₹10,00031 Jan 17₹11,29231 Jan 18₹15,31831 Jan 19₹12,75831 Jan 20₹13,08731 Jan 21₹17,199 SBI Contra 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 ₹426,080. 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. Features of Small Cap Mutual Funds. Compare top 10 best small cap funds to earn higher returns on your savings. 1 Yr Return : 23.68% PA Here are the features of small cap mutual funds. 5,039 Cr. Because at that time, real estate was a medium to get a high return quickly. 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. investments in stocks of growth oriented sectors of the economy. 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. The fund predominantly invests (minimum 65%) in small cap stocks. Investment Objective: SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in capital by investing consistently in a well-diversified basket of equity stocks of small-cap companies. Below is the key information for SBI Nifty Index Fund SBI Nifty Index Fund Growth Launch Date 17 Jan 02 NAV (04 Feb 21) ₹127.669 ↑ 0.90   (0.71 %) Net Assets (Cr) ₹950 on 31 Dec 20 Category Others - Index FundAMC SBI Funds Management Private Limited Rating ☆Risk Moderately HighExpense Ratio 0.68Sharpe Ratio 0.44Information Ratio -4.8Alpha Ratio -1.38Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.2%),15 Days and above(NIL) Growth of 10,000 investment over the years. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . We use cookies to ensure that we give you the best experience on our website. invest in stocks comprising the Nifty 50 Index in the same proportion as in the Below is the key information for SBI Magnum COMMA Fund SBI Magnum COMMA Fund Growth Launch Date 8 Aug 05 NAV (04 Feb 21) ₹49.1447 ↑ 0.58   (1.20 %) Net Assets (Cr) ₹279 on 31 Dec 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk HighExpense Ratio 2.6Sharpe Ratio 0.68Information Ratio 0.52Alpha Ratio 10.14Min 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. SBI Small Cap Fund This fund has generated pretty decent returns over a period of 5 years. This is the second such stoppage in SBI Small-Cap Fund’s history after an initial closure from 2015 to 2020. reflects the returns on the index from index gain/loss plus dividend payments Ranked 9 in Sectoral category. *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. Here investors provide their liquidity to various mutual fund management agencies to manage or invest their fun in different private or public sectors to get the highest return. 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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