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SBI Small Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : SBI Mutual Fund

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.

Scheme Details

  • Fund manager(s)R. Srinivasan , Pradeep Kesavan
  • Launch date – 02-Jan-2013
  • Expense ratio – 0.74% as declared on 30-Sep-2025 (category average is 0.62%)
  • Benchmark - BSE 250 Smallcap TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Small Cap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

SBI Funds Management Limited
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Tel no.: 022 - 61793000
Fax no.: 022 – 67425687
Website.: https://www.sbimf.com

Forum

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