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SBI Small Cap Fund
(Erstwhile SBI Small & Midcap)

4 Value Research
-0.00%
Change from previous, NAV as on Aug 20, 2018
Category: Equity: Small Cap
Assets: R 917 crore (As on Jul 31, 2018)
Expense: 2.74% (As on Jun 30, 2018)
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Investment Objective

The scheme seeks 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.

Fund Managers
+ R. Srinivasan since Nov 2013
Analysis
As on May 22, 2018

This fund has widened its margin of outperformance relative to its category and benchmark in the last one year, earning itself a five-star rating. The fund shows a hefty 18 percentage-point outperformance relative to its peers in the last one year, 5 percentage points over three years and 4 percentage points over five years. Needless to say, it has also outpaced its benchmark to deliver convincing five-year annualised returns of 37 per cent. A believer in the credo that a small market cap does not reflect business quality, the fund looks for five attributes in the stocks it buys: competitive advantage, return on capital, growth, management and valuation. The fund is among the few in this space to remain at quite a manoeuvrable size of Rs 850 crore.

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