Fantastic Absolute Returns Of 135% In 3-Years From This Smallcap Mutual Fund

First let's inform readers that 3-years ago markets had collapsed because of covid and hence NAVs of mutual funds were very low. The Sensex has doubled since covid lows and hence mutual funds NAVs are looking good. Anything and everything that is compared with mutual funds of 3-years ago looks very good today, because NAVs were low post covid break-out. So, read the returns with a pinch of salt. We have highlighted returns and other details form the SBI Small Cap Fund.

1, 3 and 5 year returns from SBI Small Cap Fund

Let's take a look at the returns from SBI Small Cap Mutual Fund scheme, based on annualized returns as well as absolute returns.

SIP returns from the fund has also been fantastic. Rs 1000 invested every month for the last 36 months would be worth Rs 49,000 today, giving absolute returns of 37%. This means you paid Rs 36,000 and are getting slightly more than 49,000 today. The above highlights both absolute and annualized returns to make it easy for readers.

Portfolio, NAV and other details of SBI Small Cap Fund

The portfolio of SBI Mutual Fund Small Cap Fund includes names like Bluestar, Caroborundum Universal etc. The company has equity holdings of 85% and the remaining in debt and cash equivalents. It's important to also tell the readers that returns from small cap funds are very volatile. If you are unable to stomach volatility, small cap mutual funds are not for you. The SBI Small Cap Mutual Fund has an NAV of Rs 108.49. The fund size or the assets under management is about Rs 15,395 crores.

A warning!

Please be informed that we are in no way recommending any mutual fund scheme, whether this is SBI Small Cap Fund or any other scheme. The article is meant to highlight important aspects like returns, NAV, SIP amounts etc. Investors may note that investing in mutual funds is subject to market risks. You must understand your own objectives and consult a professional before investing.