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
- Launch date – 09-Sep-2009
- Expense ratio – 1.75% as declared on 31-Aug-2021 (category average is 1.27%)
- Benchmark - S&P BSE SmallCap TRI
- Min SIP amount - ₹500 Per Month
- Max SIP amount - ₹25,000 Per Month
- Min/Max investment amount (Lumpsum) - ₹0 (Lumpsum Not Allowed)
- Type : Open Ended Fund. You can invest any time in this fund.
Exit Load
SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.
Tax Rate
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.
Contact Details
Madhab Digital Seva
MF Investment Group
Kampur Bus Syndicate, Kampur Town, Nagaon Assam, Pin 782426Tel no.: 9954952328
SBI Small Cap fund
