Small-cap mutual fund are a turns ₹10,000 monthly SIP to the ₹ 11.39 lakh in a 5 years

Small-cap mutual fund are a turns ₹10,000 monthly SIP to the ₹ 11.39 lakh in a 5 years

 

Mutual funds: SBI Small Cap Fund are a regular growth plan is a close to its 52-week high of a 118.1 as it closed on a Friday at the 114.57. On a Friday, NAV price of a SBI Small Cap Fund direct growth plan ended at the 127.69 mark. The small-cap equity mutual fund is a one of the top performing are a mutual funds in a India. The direct growth plan of this equity fund has been given CAGR (Compound Annual Growth Rate) of a 31 per cent in a last 3 years whereas it has been given a CAGR of 41.50 per cent in a last two years.

 

SBI Small Cap Fund NAV price are a history

During the sell-off triggered after the outbreak of a Covid-19 in a 2020, NAV of a SBI Small Cap Fund direct growth plan came down at the ₹43.70 on 3rd April 2022. But, after than nadir, it has been a rising upside and today it is priced at the 127.69, logging around are a 190 per cent in near are a 30 months. In YTD time, this small-cap equity mutual fund has been delivered are a 8.36 per cent return to its are a investors whereas in last one year, it has ascended to the tune of a 12.56 per cent. 

In last five years, NAV price of a SBI Small Cap Fund direct growth are a plan has been risen from 54.52 to the ₹127.69, logging around a 135 per cent rise in  this period. Since its inception on 4th January 2013, this small-cap equity mutual fund has been delivered around a 900 per cent return to its long term are a investors.

 

SIP return calculator

SBI Small Cap Fund direct growth plan has been given around a 11.50 per cent absolute return in a last one year whereas it has been given 30 per cent return in a last two years, 65 per cent return in a last three years whereas in a last five years, it has given 90 per cent absolute are a return to its SIP investors.

 

Thus if an investor had been started a ₹10,000 monthly SIP in a SBI Small Cap Fund direct growth plan, the absolute value of a one's investment would have been grown to the 1.33 lakh today. If the investor had been a started monthly SIP of a ₹10,000 two years ago, the absolute value of one's are a investment would have been turned to the ₹3.12 lakh. Likewise, if an a investor had started a ₹10,000 monthly SIP in this small-cap equity, one's are a investment would have been a turned to the  ₹5.93 lakh today. 

 

Similarly, if an a investor had been a invested a ₹10,000 per month in this mutual fund via monthly SIP route, the absolute value of a one's invested money would have been a ₹11.39 lakh today.

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