Small-cap mutual fund ₹10,000 monthly SIP turns into ₹11.39 lakh in 5 years

SBI Small Cap Fund NAV Price History

The NAV of SBI Small Cap Fund’s Direct Growth Plan declined during the selloff in 2020 following the outbreak of COVID-19 43.70 on 3 April 2022. But, after the nadir, it is trending upward and today its price is 127.69, which is around 190 percent in almost 30 months. In YTD time, this small-cap equity mutual fund has given 8.36 per cent returns to its investors while it has grown to 12.56 per cent in the last one year.

In the last five years, the NAV price of SBI Small Cap Fund Direct Growth Plan has increased from 54.52 to Rs. 127.69, registering a growth of about 135 per cent in the period. Since its inception on 4th January 2013, this small-cap equity mutual fund has delivered nearly 900 per cent returns to its long-term investors.

SIP Return Calculator

SBI Small Cap Fund Direct Growth Plan has given an absolute return of around 11.50 per cent in the last one year, 30 per cent in the last two years, 65 per cent in the last three years and 90 per cent in the last five years. Return given. Percentage absolute return to your SIP investors.

Thus if an investor had started 10,000 Monthly SIP in SBI Small Cap Fund Direct Growth Plan, the absolute value of one’s investment would have increased to 1.33 lakhs today. If the investor had started monthly SIP 10,000 Two years ago, the absolute value of one’s investment would have changed 3.12 lakhs. Similarly, if an investor had started 10,000 monthly SIP in this small-cap equity, one’s investment turns 5.93 lakh today.

Similarly, if an investor had invested 10,000 per month through the monthly SIP route in this mutual fund, the full value of one’s money invested 11.39 lakh today.