SBI Small Cap Fund-Reg(G)
View the direct plan of this scheme
Rs 158.1631 0.7274(0.462 %) NAV as on 08 May 2024
Scheme 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.
Performance (As on 08 May 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 18.41 % | 37.48 % | 23.43 % | 25.76 % | 20.71 % |
| Nifty Smallcap 100 | 23.44 % | 67.43 % | 23.46 % | 21.30 % | N/A |
Portfolio
Small-cap funds invest in stocks beyond the 251st in terms of market capitalisation. These funds have very high risk-return potential, as small companies soar and deliver multi-fold returns during rising markets. However, these stocks fall sharply and are the last to recover from steep market falls. The Nifty Smallcap 100 or the BSE Smallcap can be used as benchmarks to measure performance.
Smallcap funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 5 years.
Short-term: Holding period is less than 12 months.
Taxation: Capital gains are taxed at 15%
Long-term: Holding period is 12 months or more.
Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.
