SBI Smallcap Fund Return Since Launch : Systematic Investment Plan (SIP) in mutual funds can be the best option for long term investment. With SIP done over a long period, an investor can achieve all his financial targets. If we talk about the last 15 years, be it SIP or Lump Sum, one scheme of SBI Mutual Fund has outweighed every mutual fund equity scheme in giving returns. The name of this scheme is SBI Small Cap Fund. It has proven to be a wealth creator for investors since its launch.
This scheme of Nippon India topped its category, increased the money 19 times in 12 years, 28% annualized return on SIP
SBI Smallcap Fund was launched on September 9, 2009. That means, recently 15 years have passed since this fund was launched. Since its launch, this fund has given an annual return of 20.83 percent on lump sum investment. This fund has given 23.54 percent annualized return to those doing SIP. The value of investment of those who made monthly SIP of Rs 10 thousand in this fund since its inception has now reached around Rs 1.31 crore.
What is the aim of this scheme?
SBI Small Cap Fund aims to provide high long-term returns to investors by investing primarily in a well-diversified basket of equity shares of small cap companies. This fund invests mainly in small cap stocks (minimum 65%). SBI Small Cap Fund can take up to 35% exposure to other equities (including large and mid-cap companies) and debt and money market options. The fund follows a bottom-up investment strategy for stock selection.
Highest Return 2024: These 15 mutual fund schemes gave more than 50% returns in 1 year, leaving even the leading stocks behind in making profits.
SIP performance of the fund
SIP data in SBI Small Cap Fund is available for 15 years. In 15 years, this fund has given 23.54 percent annual return on SIP. Since the inception of this fund, the value of monthly investment of Rs 10 thousand has increased to more than Rs 1.30 crore.
Annualized return of SIP in 15 years: 23.54%
Monthly SIP amount: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Value of SIP in 15 years: Rs 1,30,68,997
Investment: You will get 10.75% annual interest on investment of 10 years, best opportunity to earn in Samman Capital NCD.
Lams even performance of the fund
SBI Small Cap Fund was launched on 9 September 2009. Since then, this fund has given an annual return of 20.83 percent on lump sum investment. After the launch of this fund, those who have invested Rs 1 lakh in lump sum will now have Rs 17,85,580. That means more than 17 times return. In this fund, lump sum returns of 1 year have been 27.81 percent, 3 years have been 19.80 percent and 5 years have been 27.11 percent.
Launch date: 9 September 2009
Returns since launch: 20.83% per annum
Value of investment of Rs 1 lakh: Rs 17,85,580
Portfolio: Top Holdings
Blue Stars : 3.08%
DOMS Industries: 2.97%
Finolex Industries: 2.79%
Kalpataru Projects: 2.71%
Hostels Hotels : 2.69%
EID Parry (India) : 2.40%
SBFC Finance : 2.33%
City Union Bank : 2.32%
Triveni Turbine : 2.27%
KRP Mill: 2.26%
SIP Super Stars: Best 3 schemes for SIP in the name of children, in all you get Rs 1 crore by depositing Rs 5000 per month
Portfolio: Top Sector
Capital Goods: 14.76%
Financial Services: 14.43%
Consumer Services: 12.02%
Consumer Durables : 11.03%
FMCG: 9.98%
Chemicals : 7.31%
Construction: 6.59%
Auto and Auto Component : 2.37%
Textiles: 2.26%
Services: 2.23%
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
