SBI Small Cap Fund is one of the best-performing funds in the small-cap category. As of Oct 2023, its 10-year returns were 28.3% p.a., and it is only behind Nippon India Small Cap Fund over the 10-year period. The fund not only comes with a higher upside but has also offered excellent downside protection in the past. These remarkable returns have led to its AUM growing from around 2700 crore in 2019 to over Rs 21,000 crore in 2023.

However, this fund went through a metamorphosis in the past. Earlier called the SBI Small & Midcap Fund, the fund’s investment mandate was changed post-SEBI’s re-categorization in 2018, and it was renamed SBI Small Cap Fund. But it still prefers a high exposure to mid-caps, and how it is being managed hasn’t changed drastically.

So, in this video, we analyze the investment style of this scheme and see what’s driving the returns and excellent downside protection for the fund.

#SBISmallCap #SBISmallCapFund #SBISmallCapReview

Chapters
00:00 Introduction
01:31 A quick background about the fund
02:43 Investment style of SBI Small Cap fund
07:27 What to keep in mind before investing in SBI Small Cap fund


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