Mutual Funds Presentation

• Meaning
• Mutual fund is an company that pools money
from many investors and invest the money in
securities such as stocks, bonds, and short term
funds

• The combined holding of the mutual funds is

known as Portfolio
 SBI Small Cap Fund

• SBI Small cap fund is one of the best

performing fund in small cap category

• As for Oct 2023, its 10-year period returns

were 28.3%

• AUM growth from around 2700 Cr in 2019

to over Rs.21,000 Cr in Year2023

• Returns for Regular growth 20.58%

Date of Allotment 09 • The Current Net Asset Value of the SBI

Sep, 2009 Small Cap Fund as of Mar 01, 2024 is Rs
151.63.
• SBI Small Cap Fund aims to provide investors with opportunities
for long-term growth in capital by investing predominantly in a
well-diversified basket of equity stocks of small cap companies.

• The fund predominantly invests (minimum 65%) in small cap

stocks.

• 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.

• The fund follows a blend of growth and value style of investing

and will follow bottom-up investment strategy for stock
selection.