SBI Small Cap Fund - SIP from 2012 would have given you Rs 29 lakh
According to data on the AMFI website at the time of writing, the SBI Small Cap fund’s regular plan has given a stellar return of 26.28% in the last 10 years
The mutual fund SP calculator shows if an investor had started a monthly SIP of Rs 5000 in this equity small-cap fund’s regular plan 10 years back
The fund has given an annualised return of 26.28% in 10 years.
If an investor had invested Rs 1 lakh upfront in the fund 10 years ago then his wealth could have grown to over Rs 10 lakh by now.
SBI Small Cap Fund 3-Year Return - an annualised return of 32.89% in the Regular Scheme and 34.37% in the Direct Plan.
Since its inception, the direct plan of the SBI Small Cap Fund has given an annualised return of 26.76%.
Similarly, an upfront investment of Rs 1 lakh in this fund could have grown to over Rs 21 lakh in 13 years.
This Small Cap fund falls in the ‘Very High Risk’ zone.
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