SBI Small Cap Fund Review 2025
SBI Small Cap Fund is one of India’s most trusted and top-performing small-cap mutual funds. If you’re planning long-term wealth creation with a ₹500 SIP, this fund may surprise you with its growth potential.
SBI Small Cap Fund Growth
SBI Small Cap Fund – Overview
- Fund House: SBI Mutual Fund
- Launch Date: September 9, 2009
- Fund Manager: R. Srinivasan
- Benchmark: Nifty Smallcap 250 TRI
- Risk: Very High
Did You Know?
Small-cap funds are ideal for long-term investors (7+ years) seeking aggressive capital growth.
SBI Small Cap Fund – Returns Comparison
| Period | Returns (%) | Category Avg (%) |
|---|---|---|
| 1 Year | 42.25% | 38.10% |
| 3 Years (CAGR) | 28.90% | 24.75% |
| 5 Years (CAGR) | 25.50% | 22.10% |
| Since Inception | 20.40% | — |
Source: SBI Mutual Fund Factsheet, June 2025
Asset Allocation – Where Your Money Goes
- Small Cap Stocks: 75.68%
- Mid Cap Stocks: 13.20%
- Cash & Others: 11.12%
Pros and Cons
| Advantages | Disadvantages |
|---|---|
| High long-term return potential | Short-term volatility risk |
| Managed by experienced fund manager | Less suitable for conservative investors |
| Great for wealth creation | May underperform during market corrections |
SIP Investment Example
Monthly SIP: ₹500
Investment Duration: 20 years
Expected CAGR: 15%
Maturity Value: ₹15.4 Lakhs*
*Returns are market-linked and not guaranteed.
Who Should Invest?
- Investors with a long-term horizon (7–10+ years)
- Those willing to take high risk for high rewards
- Young investors starting with ₹500–₹1000 SIPs
- Wealth builders looking for market-beating growth
How to Invest in SBI Small Cap Fund
You can invest through:
- SBI Mutual Fund Website
- NJ Wealth Platform (Recommended)
- Online platforms like Zerodha, Groww, Kuvera, Paytm Money
Invest in SBI Small Cap Fund Now
Final Word
SBI Small Cap Fund is a proven performer for those who can weather short-term volatility for long-term wealth creation. If you’re starting with just ₹500 per month, this fund has the power to transform your financial future over the next 15–20 years.
Note: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully or consult an advisor before investing.
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