best sbi small cap fund

Upload Documents (PAN, Aadhaar, etc.). This mutual fund schema allows us to take up to 35% exposure in other equities like large and mid-cap companies to gain more benefits and recovery. invest in stocks comprising the Nifty 50 Index in the same proportion as in the NRI Investment: The company also allows NRIs to invest in its Mutual Funds. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Magnum Equity ESG Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. The company provides Equity Linked Savings Scheme for investors to save tax. To generate opportunities for growth along with possibility of consistent SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in the capital by investing predominantly in a well-diversified basket of small-cap companies’ equity stocks. Here investors provide their liquidity to various mutual fund management agencies to manage or invest their fun in different private or public sectors to get the highest return. Small Cap Mutual Fund is an open-ended equity scheme predominantly investing in small cap stocks. Net Profit of ₹67,070 Invest Now Invest Now Returns for SBI Healthcare Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 47 in Sectoral category. The benefits of mutual funds are they provide much more protection than other investment plans. How to Bootstrap Your Business Online in 2020. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. Nippon India small cap fund: The Nippon India small cap fund opts for a buy and hold policy, builds a portfolio across various growth areas of the economy. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. To provide the investor long-term capital appreciation by investing in high growth companies along with the liquidity of an open-ended scheme through investments primarily in equities and the balance in debt and money market instruments. Features of Small Cap Mutual Funds. Ranked 4 in Small Cap category. Below is the key information for SBI Magnum Tax Gain Fund. Net Profit of ₹147,579 Invest Now Invest Now Returns for SBI Nifty Index Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Domestic and Offshore Fund Management: The company has expertise in managing both domestic and offshore funds. It also seeks to distribute income periodically depending To deliver the benefit of investment in a portfolio of equity shares, while offering The scheme will The Total Returns Index is an index that It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch. The Equity Hybrid Fund invests your money saving in a diversified portfolio of large growth return companies’ stocks and balances the risk by investing the rest in fixed-income securities. It is a fund with High risk and has given a CAGR/Annualized return of 20.7% since its launch. SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. Ranked 42 in Sectoral category. The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. If you invest a lump sum amount in mutual funds, you will be limited or single time investment in mutual funds. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company. The relatively good performance by SBI Small Cap Fund in very difficult market conditions (last one year) and its outstanding long term performance, 21% CAGR over the last 5 years, make the scheme, in our opinion, one of the best small cap mutual funds. Return for 2020 was 14.6% , 2019 was 12.5% and 2018 was 3.8% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch. SBI Small Cap Fund 4 Value Research 10603 25-10603 SBI Mutual Fund 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. SBI Nifty Index Fund The scheme will adopt a passive investment strategy. This is the second such stoppage in SBI Small-Cap Fund’s history after an initial closure from 2015 to 2020. SBI Contra Fund To provide the investors maximum growth opportunity through equity Top 10 Best SBI Mutual Fund Schemes for 2021 are, SBI Healthcare Opportunities Fund, SBI Technology Opportunities Fund, SBI Contra Fund, SBI Small Cap Fund, SBI Magnum Mid Cap Fund, SBI Magnum COMMA Fund, SBI Magnum Tax Gain Fund, SBI Bluechip Fund, SBI Nifty Index Fund This mutual fund has a good record of disbursing dividends regularly. as on 4 Feb 21 DurationReturns1 Month 5.3% 3 Month 24.9% 6 Month 34.3% 1 Year 24% 3 Year 11.7% 5 Year 15.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis YearReturns2020 14.6% 2019 12.5% 2018 3.8% 2017 29.1% 2016 3.4% 2015 -4.2% 2014 30.5% 2013 6.2% 2012 28.4% 2011 -24.6% Fund Manager information for SBI Nifty Index Fund NameSinceTenureRaviprakash Sharma1 Feb 1110.01 Yr.Data below for SBI Nifty Index Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash2.17%Equity97.83% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 31 Jan 03 | RELIANCE10%₹99 Cr498,640 ↓ -43,877 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 03 | HDFCBANK10%₹96 Cr671,059 ↓ -58,455 Infosys Ltd (Technology)Equity, Since 31 Jan 03 | INFY8%₹72 Cr571,548 ↓ -43,122 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 03 | HDFC7%₹71 Cr277,169 ↓ -23,415 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jan 03 | ICICIBANK6%₹57 Cr1,064,697 ↓ -92,459 Tata Consultancy Services Ltd (Technology)Equity, Since 28 Feb 05 | TCS5%₹46 Cr162,044 ↓ -14,259 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | KOTAKBANK5%₹45 Cr225,952 ↓ -19,812 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jan 03 | 5006963%₹33 Cr137,701 ↓ -12,118 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC3%₹28 Cr1,347,435 ↓ -118,536 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Dec 04 | LT3%₹24 Cr186,255 ↓ -18,716 10. Ranked 28 in Mid Cap category. Ranked 4 in Small Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% . About SBI Small Cap Fund SBI Small & Midcap Fund is an open-end fund incorporated in India. Net Profit of ₹115,684 Invest Now Invest Now Returns for SBI Magnum Tax Gain Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. DateValue31 Jan 16₹10,00031 Jan 17₹11,29231 Jan 18₹15,31831 Jan 19₹12,75831 Jan 20₹13,08731 Jan 21₹17,199 SBI Contra Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹426,080. Return for 2020 was 23.9% , 2019 was 11.8% and 2018 was -18.7% . SBI Small Cap Fund: SBI small cap fund focuses on the bottom up approach to track businesses that showcase high growth potential. SBI Small-Cap Fund: Fund size (Cr) : Rs. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Technology Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Magnum Tax Gain Fund is a Equity - ELSS fund was launched on 7 May 07. SBI Healthcare Opportunities Fund (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity Among small-cap schemes that have been in existence for over a decade, SBI Small Cap is a distinguished performer especially in the past five-year period, beating its peers by a considerable margin. Excellent Ratings: Many of the SBI equity schemes have a CRISIL rating of three and above. Materials & Agriculture and in debt & money market instruments. However, small cap companies are subject to market risk. Below is the key information for SBI Technology Opportunities Fund SBI Technology Opportunities Fund Growth Launch Date 9 Jan 13 NAV (04 Feb 21) ₹104.882 ↑ 0.64   (0.62 %) Net Assets (Cr) ₹426 on 31 Dec 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆Risk HighExpense Ratio 2.62Sharpe Ratio 1.39Information Ratio 0.48Alpha Ratio 2.31Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years. Boston Partners Small Cap Value is another actively managed small-cap fund that’s open to new investors. SBI Bluechip Fund : This fund seeks the stocks with bluechip quality among the top 100 stocks of the stock market.It is a large-cap fund and is suitable for long-term investment. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch. Srinivasan16 Nov 137.22 Yr.Data below for SBI Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials34.61%Consumer Cyclical20.64%Basic Materials17.35%Consumer Defensive7.47%Financial Services6.49%Health Care4.79%Technology2.03%Communication Services1.66% Asset Allocation Asset ClassValueCash4.75%Equity95.25% Top Securities Holdings / Portfolio NameHoldingValueQuantity Elgi Equipments Ltd (Industrials)Equity, Since 31 Dec 13 | 5220745%₹337 Cr22,000,000 JK Cement Ltd (Basic Materials)Equity, Since 31 Oct 18 | JKCEMENT5%₹326 Cr1,700,000 ↓ -100,700 Blue Star Ltd (Industrials)Equity, Since 30 Jun 18 | BLUESTARCO4%₹232 Cr2,900,000 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 31 Mar 19 | 5402033%₹231 Cr1,330,000 V-Guard Industries Ltd (Industrials)Equity, Since 31 Aug 20 | 5329533%₹222 Cr11,900,000 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 30 Jun 15 | 5084863%₹217 Cr370,000 Carborundum Universal Ltd (Industrials)Equity, Since 31 May 19 | 5133753%₹215 Cr5,300,000 Narayana Hrudayalaya Ltd (Healthcare)Equity, Since 31 Dec 19 | NH3%₹211 Cr4,700,280 City Union Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | CUB3%₹210 Cr11,683,926 ↓ -1,316,074 Navin Fluorine International Ltd (Basic Materials)Equity, Since 31 Mar 20 | 5325043%₹206 Cr790,0005. SBI Small Cap Fund This fund has generated pretty decent returns over a period of 5 years. In India, the bank and the public sector’s situation are in critical condition, so people do not feel safe depositing their savings in the bank & fix deposit. The scheme will All Rights Reserved, 2021 Shepard Technologies Private Limited. The fund predominantly invests (minimum 65%) in small cap stocks. SBI Small Cap Fund. Income-tax Act, 1961. Small Cap mutual funds empower investors to earn profits from growing companies. SBI Small Cap Fund : It is one of the most aggressive schemes in India but has the ability to generate highest of returns under the favourable market conditions.This scheme is best-suited for long-term SIP. SBI Magnum COMMA Fund To generate opportunities for growth along with possibility of consistent Below is the key information for SBI Nifty Index Fund SBI Nifty Index Fund Growth Launch Date 17 Jan 02 NAV (04 Feb 21) ₹127.669 ↑ 0.90   (0.71 %) Net Assets (Cr) ₹950 on 31 Dec 20 Category Others - Index FundAMC SBI Funds Management Private Limited Rating ☆Risk Moderately HighExpense Ratio 0.68Sharpe Ratio 0.44Information Ratio -4.8Alpha Ratio -1.38Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.2%),15 Days and above(NIL) Growth of 10,000 investment over the years. Below is the key information for SBI Technology Opportunities Fund. Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% . Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Cholamandalam Investment and Finance Co Ltd, Crompton Greaves Consumer Electricals Ltd. Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . Being India’s oldest & largest fund house, investors are often attracted by the Mutual Fund plans offered by SBI Mutual Fund. No.of Schemes. To cater to each and every kind of investors, the company offers a large number of Mutual Fund schemes. This Small-Cap fund scheme allows the fund manager to invest 65% of small-cap stocks/companies’ funds. SBI Equity Hybrid Fund invests a minimum of 65% in equity and equity-related instruments. And money market instruments. The scheme will adopt a passive investment strategy. reflects the returns on the index from index gain/loss plus dividend payments SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. In SIP, you will get unite based on current market trends or value as per your invested money. Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch. SBI Technology Opportunities Fund (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity Total AUM ₹ 3,47,119.01 Cr. as on 4 Feb 21 DurationReturns1 Month 3.1% 3 Month 27.2% 6 Month 45.1% 1 Year 31.9% 3 Year 8.4% 5 Year 19.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis YearReturns2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. Therefore, for your long term goals invest in a small cap fund that is selective about the stocks that form a part of its investment universe. To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. DateValue31 Jan 16₹10,00031 Jan 17₹9,02531 Jan 18₹8,89131 Jan 19₹8,27931 Jan 20₹8,59931 Jan 21₹13,358 SBI Healthcare Opportunities Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹367,070. by the constituent stocks. Complete data and analysis for all 120 Equity: Small Cap mutual funds. It also seeks to distribute income periodically depending 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. SBI Small Cap. Everyone knows such things have their time; now, several real-estate projects stopped due to lack of funds and investors, just because of insecurity on resale and such government rules of GST and property management. Income-tax Act, 1961. Small Cap Fund : Small Cap Fund : Fund has 95.25% investment in indian stocks of which , 8.48% is in mid cap stocks, 78.06% in small cap stocks. investments in stocks of growth oriented sectors of the economy. SBI Magnum Equity ESG Fund is a Equity - Sectoral fund was launched on 27 Nov 06. as on 4 Feb 21 DurationReturns1 Month 5.1% 3 Month 30.4% 6 Month 43.1% 1 Year 30.4% 3 Year 7.1% 5 Year 12% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis YearReturns2020 30.4% 2019 0.1% 2018 -18% 2017 33.5% 2016 5% 2015 14.9% 2014 71.9% 2013 13.6% 2012 48% 2011 -25.8% Fund Manager information for SBI Magnum Mid Cap Fund NameSinceTenureSohini Andani1 Jul 1010.6 Yr.Data below for SBI Magnum Mid Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueConsumer Cyclical20.78%Basic Materials17.65%Financial Services14.98%Industrials14.89%Health Care13.89%Real Estate8.46%Utility4.01%Technology2.02%Communication Services1.85%Consumer Defensive0.04% Asset Allocation Asset ClassValueCash1.45%Equity98.55% Top Securities Holdings / Portfolio NameHoldingValueQuantity Sheela Foam Ltd (Consumer Cyclical)Equity, Since 30 Nov 16 | 5402036%₹272 Cr1,561,806 Godrej Properties Ltd (Real Estate)Equity, Since 31 Dec 17 | GODREJPROP6%₹258 Cr1,800,000 ↓ -195,872 Cholamandalam Investment and Finance Co Ltd (Financial Services)Equity, Since 31 Dec 12 | CHOLAFIN6%₹239 Cr6,162,175 ↓ -500,000 Page Industries Ltd (Consumer Cyclical)Equity, Since 29 Feb 20 | 5328274%₹179 Cr65,000 Carborundum Universal Ltd (Industrials)Equity, Since 30 Apr 11 | 5133754%₹164 Cr4,047,103 Coromandel International Ltd (Basic Materials)Equity, Since 31 Jan 18 | 5063954%₹163 Cr2,000,000 PI Industries Ltd (Basic Materials)Equity, Since 31 Mar 14 | PIIND4%₹160 Cr730,132 JK Cement Ltd (Basic Materials)Equity, Since 30 Apr 19 | JKCEMENT3%₹138 Cr721,000 Ramco Cements Ltd (Basic Materials)Equity, Since 29 Feb 12 | RAMCOCEM3%₹138 Cr1,728,391 Gujarat State Petronet Ltd (Utilities)Equity, Since 31 Mar 18 | 5327023%₹137 Cr6,167,9516. Ranked 34 in Sectoral category. benchmark index and the scheme. invest in stocks comprising the Nifty 50 Index in the same proportion as in the Variety of Options: Investing in SBI Mutual Fund comes with a broad range of choices, you can invest for a short-term, mid-term and long-term in these schemes offered by the SBI. SBI Small Cap Fund is a high risk scheme that follows the objective of providing high long term capital growth to investors by investing in companies that rank 251 and more in the equity market w.r.t market capitalization. ICICI Prudential Small Cap Fund *List if based on funds having Assets > 100 Crore and sorted on last 1 Year Returns. Return for 2020 was 30.4% , 2019 was 0.1% and 2018 was -18% . Fincash » SBI Mutual Fund » Best SBI Mutual Fund Schemes. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. The Wasatch Ultra Growth Fund (NASDAQMUTFUND:WAMCX) did something stunning in 2019. Before few years, there was a trend to invest money in the real estate sector. In the last year, its returns were 26.07%.It has continually hit its benchmark in the Equity segment.. Why to invest: It is one of the most remarkable Equity mutual funds in India. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. Net Profit of ₹126,080 Invest Now Invest Now Returns for SBI Contra Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. With over 30 years of presence in the market, SBI MF has an extensive investor base of over 5 million. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. Kaplan says the fund is down significantly from its high set in 2018, which makes it undervalued and a cheap buy for an investor with a … SBI Magnum Tax Gain Fund To deliver the benefit of investment in a portfolio of equity shares, while offering It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch. Here are the features of small cap mutual funds. Materials & Agriculture and in debt & money market instruments. Below is the key information for SBI Magnum Mid Cap Fund SBI Magnum Mid Cap Fund Growth Launch Date 29 Mar 05 NAV (04 Feb 21) ₹100.031 ↑ 0.69   (0.70 %) Net Assets (Cr) ₹4,253 on 31 Dec 20 Category Equity - Mid CapAMC SBI Funds Management Private Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.17Sharpe Ratio 0.77Information Ratio -0.21Alpha Ratio 4.35Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. The fund predominantly invests (minimum 65%) in small-cap stocks. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by SBI Bluechip Fund is a Equity - Large Cap fund was launched on 14 Feb 06. Instead of using lump sum, the market expert advice investors to use SIP when you have limited saving every month, and you want a better return for a significant investment. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. in the commodity business within the following sectors - Oil & Gas, Metals, as on 4 Feb 21 DurationReturns1 Month 1.2% 3 Month 20.2% 6 Month 24.8% 1 Year 29.1% 3 Year 6.4% 5 Year 18.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis YearReturns2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% 2013 -13.1% 2012 13.9% 2011 -28.5% Fund Manager information for SBI Magnum COMMA Fund NameSinceTenureRichard D'souza1 Aug 146.51 Yr.Data below for SBI Magnum COMMA Fund as on 31 Dec 20 Equity Sector Allocation SectorValueBasic Materials64.52%Energy18.16%Consumer Defensive7.26%Utility4.29% Asset Allocation Asset ClassValueCash5.4%Equity94.6% Top Securities Holdings / Portfolio NameHoldingValueQuantity Tata Steel Ltd (Basic Materials)Equity, Since 30 Apr 11 | TATASTEEL8%₹23 Cr352,600 UltraTech Cement Ltd (Basic Materials)Equity, Since 30 Jun 18 | ULTRACEMCO7%₹20 Cr38,000 Camlin Fine Sciences Ltd (Basic Materials)Equity, Since 30 Jun 17 | 5328345%₹15 Cr1,205,628 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Dec 15 | HINDALCO5%₹15 Cr610,000 Shree Cement Ltd (Basic Materials)Equity, Since 31 Jan 19 | 5003875%₹14 Cr6,000 Rossari Biotech Ltd Ordinary Shares (Basic Materials)Equity, Since 31 Jul 20 | 5432135%₹14 Cr150,570 Reliance Industries Ltd (Energy)Equity, Since 28 Feb 07 | RELIANCE5%₹13 Cr65,000 NTPC Ltd (Utilities)Equity, Since 31 Mar 20 | 5325554%₹12 Cr1,203,717 ↓ -21,283 Neogen Chemicals Ltd (Basic Materials)Equity, Since 30 Apr 19 | 5426654%₹12 Cr163,131 PI Industries Ltd (Basic Materials)Equity, Since 28 Feb 19 | PIIND4%₹12 Cr54,0007. Ranked 47 in Sectoral category. Index of Nifty 50 Index by minimizing the performance difference between the SBI Small Cap Fund can also take up to 35% exposure in other equities (including large and mid-cap companies) and/or debt and money market instruments. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. Net Profit of ₹136,710 Invest Now Invest Now Returns for SBI Bluechip Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. DateValue31 Jan 16₹10,00031 Jan 17₹15,07731 Jan 18₹19,37731 Jan 19₹14,96131 Jan 20₹17,24331 Jan 21₹20,638 SBI Magnum COMMA Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹481,656. In India, investors invest in Mutual funds, such as a lump sum amount, and few are inviting their money in SIP. HDFC Small Cap Fund. Investments in this scheme would be subject to a as on 4 Feb 21 DurationReturns1 Month 6.5% 3 Month 29% 6 Month 38.4% 1 Year 26.4% 3 Year 11% 5 Year 14.2% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis YearReturns2020 16.3% 2019 11.6% 2018 -4.1% 2017 30.2% 2016 4.8% 2015 8% 2014 47.9% 2013 7.6% 2012 38.2% 2011 -24.2% Fund Manager information for SBI Bluechip Fund NameSinceTenureSohini Andani1 Sep 1010.43 Yr.Data below for SBI Bluechip Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services36.52%Consumer Cyclical11.35%Technology10.65%Industrials7.64%Health Care7.45%Energy6.38%Basic Materials6.11%Consumer Defensive6.04%Real Estate3.1%Communication Services1.97%Utility0.3% Asset Allocation Asset ClassValueCash0.82%Equity99.18% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 09 | HDFCBANK10%₹2,593 Cr18,050,000 ↓ -1,412,739 ICICI Bank Ltd (Financial Services)Equity, Since 31 Mar 06 | ICICIBANK6%₹1,629 Cr30,443,104 ↓ -500,000 Infosys Ltd (Technology)Equity, Since 30 Nov 17 | INFY5%₹1,298 Cr10,335,178 ↑ 500,000 HCL Technologies Ltd (Technology)Equity, Since 31 Jan 16 | HCLTECH5%₹1,244 Cr13,148,030 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Nov 15 | HDFC4%₹1,023 Cr4,000,000 ↓ -382,989 Larsen & Toubro Ltd (Industrials)Equity, Since 28 Feb 09 | LT4%₹974 Cr7,562,209 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB4%₹971 Cr2,528,298 ↓ -265,228 ITC Ltd (Consumer Defensive)Equity, Since 29 Feb 12 | ITC4%₹959 Cr45,874,904 Reliance Industries Ltd (Energy)Equity, Since 31 Mar 15 | RELIANCE4%₹931 Cr4,690,981 Shree Cement Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5003873%₹719 Cr299,4139. Return for 2020 was 13.5% , 2019 was 14.8% and 2018 was 3.3% . as on 4 Feb 21 DurationReturns1 Month -0.7% 3 Month 13% 6 Month 21.2% 1 Year 61.8% 3 Year 17.1% 5 Year 7.9% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis YearReturns2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% 2015 27.1% 2014 56.8% 2013 26% 2012 37.1% 2011 -5.5% Fund Manager information for SBI Healthcare Opportunities Fund NameSinceTenureTanmaya Desai1 Jun 119.68 Yr.Data below for SBI Healthcare Opportunities Fund as on 31 Dec 20 Equity Sector Allocation SectorValueHealth Care98.56% Asset Allocation Asset ClassValueCash1.1%Equity98.9% Top Securities Holdings / Portfolio NameHoldingValueQuantity Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 31 Dec 17 | SUNPHARMA10%₹160 Cr2,700,000 ↑ 700,000 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 20 | 50012410%₹156 Cr300,000 Lupin Ltd (Healthcare)Equity, Since 31 Jul 18 | 5002579%₹147 Cr1,500,000 Cipla Ltd (Healthcare)Equity, Since 31 Aug 16 | 5000879%₹141 Cr1,720,000 ↓ -80,000 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB9%₹138 Cr360,000 ↓ -20,000 Aurobindo Pharma Ltd (Healthcare)Equity, Since 30 Apr 20 | AUROPHARMA9%₹138 Cr1,500,000 ↓ -180,000 Narayana Hrudayalaya Ltd (Healthcare)Equity, Since 31 Dec 19 | NH5%₹72 Cr1,600,000 Strides Pharma Science Ltd (Healthcare)Equity, Since 31 Mar 14 | STAR4%₹66 Cr750,000 ↓ -50,000 Alkem Laboratories Ltd (Healthcare)Equity, Since 31 Jul 20 | ALKEM4%₹59 Cr200,000 ↑ 20,000 Abbott India Ltd (Healthcare)Equity, Since 31 Mar 19 | 5004884%₹55 Cr35,000 ↑ 10,000 2. Ranked 75 in Index Fund category. SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch. Ranked 48 in Contra category. Fund Performance: This fund has given 6.28% annualized returns in the last three years. SBI Blue Chip Fund, used for long-term growth for investors, launched one of the top mutual funds on February 14, 2006. The 5-year return from the fund is 17.33 per cent, while the 3 … It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. Return for 2020 was 30.6% , 2019 was -1% and 2018 was -14.3% . The fund follows a blend of growth and value style of investing and will follow a bottom-up investment strategy for stock selection. It is a fund with High risk and has given a CAGR/Annualized return of 10.8% since its launch. Because at that time, real estate was a medium to get a high return quickly. Ranked 9 in Large Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. This small cap fund has provided annualized returns of more than 25% in the past 5 and 7 years, beating the benchmark as well as the category with a great margin. It is a fund with High risk and has given a CAGR/Annualized return of 14.7% since its launch. Return for 2020 was 18.9% , 2019 was 4% and 2018 was -8.3% . Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Bluechip Fund (Erstwhile SBI Blue Chip Fund) To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies whose market capitalization is at least equal to or more than the least market capitalized stock of S&P BSE 100 Index. Easy investment process. returns by investing predominantly in a portfolio of stocks of companies engaged Below is the key information for SBI Magnum COMMA Fund SBI Magnum COMMA Fund Growth Launch Date 8 Aug 05 NAV (04 Feb 21) ₹49.1447 ↑ 0.58   (1.20 %) Net Assets (Cr) ₹279 on 31 Dec 20 Category Equity - SectoralAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk HighExpense Ratio 2.6Sharpe Ratio 0.68Information Ratio 0.52Alpha Ratio 10.14Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Investment Objective: SBI Small Cap Fund aims to provide investors with opportunities for long-term growth in capital by investing consistently in a well-diversified basket of equity stocks of small-cap companies. Below is the key information for SBI Magnum Mid Cap Fund. 1 Yr Return : 23.68% PA as on 4 Feb 21. 1. 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