Small-cap mutual fund turns ₹10,000 monthly SIP to ₹11.39 lakh in 5 years

Small cap mutual fund turns ₹10,000 monthly SIP to ₹11.39 lakh in 5 years

Mutual Funds: SBI Small Cap Fund's flat growth index is near its 52-week high at 118.1 after it closed Friday at 114.57. On Friday, the net asset value of SBI Small Cap Fund Direct Growth Plan closed at 127.69. Small equity mutual funds are among the best performing mutual funds in India. The growth strategy of this equity fund has generated a CAGR (compound annual growth rate) of 31% in the last 3 years, while it has generated a CAGR of 41.50% in the last two years. 

NAV Price History of SBI Small Cap Fund

With the sell-off triggered by the outbreak of Covid-19 in 2020, the Net Asset Value of SBI Small Cap Fund Direct Growth Plan fell to Rs 43.70 on April 3, 2022. 127.69, registering around 190% in almost be 30 months. Since the beginning of the year, the small equity fund has generated a return of 8.36% for its investors, while in the previous year it reached 12.56%.

SIP Return Calculator

In the last five years, the NAV price of SBI Small Cap Fund Direct Growth Plan has increased from ₹ 54.52 to ₹ 127.69, registering an increase of about 135% during this period. Since its inception on January 4, 2013, the small equity mutual fund has generated returns of approximately 900% for its long-term investors.

The growth strategy of SBI Small Cap Fund has generated around 11.50% returns in the last year while it has given 30% returns in the last two years, 65% returns in the last three years while in the last five years past has given 90. Full percentage returns to its SIP investors. So, if an investor had started a monthly SIP of ₹ 10,000 in SBI Small Cap Fund Direct Growth Plan, the total value of his investment would have reached ₹ 1.33 lakh today. If the investor had started a monthly SIP of ₹ 10,000 two years ago, the total value of his investment would have gone up to ₹ 3.12 lakh. Similarly, if an investor had started a monthly SIP of ₹ 10,000 with this small capital cap, their investment would have turned into ₹ 5.93 lakh today.

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Disclaimer: All Mutual Funds are subject to market risk. Please read all scheme-related documents carefully.