NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹173.06
1.00%
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
27.16%p.a.
Last 1Y
17.75%p.a.
Last 3Y
26.43%p.a.
Last 5Y
21.03%p.a.
Since Inception
About SBI Small Cap Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Small Cap Fund Plan Growth scheme from SBI Funds Management Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Sep 2009, SBI Small Cap Fund Plan Growth is Small-Cap fund of its category with 33,107.25 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- SBI Small Cap Fund Plan Growth delivered 27.2% annual returns during the last year. It has delivered 21.0% average annual returns since the fund was launched.
- SBI Small Cap Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
Top 10 Holdings
Finolex Industries Ltd
3.17%
Blue Star Ltd
3.13%
Kalpataru Projects International Ltd
3.04%
GE Vernova T&D India Ltd
2.92%
DOMS Industries Ltd
2.78%
Chalet Hotels Ltd
2.56%
CMS Info Systems Ltd
2.43%
SBFC Finance Ltd
2.34%
City Union Bank Ltd
2.28%
E I D Parry India Ltd
2.27%
Fund Managers
- R. Srinivasan (Nov 2013 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
- Mohan Lal (May 2024 - Present)
Key Information
View Scheme Document
SBI Small Cap Fund Plan Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on SBI Small Cap Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Small Cap Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Small Cap Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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