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SET SMS ALERT Fund Family SBI Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -6.9 | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -13.3 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -6.9 | -- | -- | -- | -- | -- | -- |
| Category avg | -4.0 | 2.0 | -8.2 | 12.0 | 4.2 | 2.6 | 7.0 |
| Difference of Fund returns and Category returns | -2.9 | -- | -- | -- | -- | -- | -- |
| Best of category | 0.6 | 9.1 | -0.4 | 27.2 | 14.4 | 14.4 | 18.5 |
| Worst of category | -9.0 | -6.1 | -21.7 | -7.3 | -6.5 | -10.1 | -3.8 |
| Benchmark returns # | -5.5 | 0.7 | -4.8 | 12.4 | 2.7 | 0.7 | 4.0 |
| Difference of Fund returns and Benchmark returns | -1.4 | -- | -- | -- | -- | -- | -- |
Investment Objective
To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology, Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses. The investment objective of the Emerging Business Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive by investing in the stocks representing such companies.The fund may also evaluate emerging businesses with growth potential and domestic focus.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 500 |
| Asset Size (Rs cr) | 14.45 (Mar-30-2013) |
| Minimum Investment | Rs.2000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | R. Srinivasan View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment. |
| Regd. Office | 191 Maker Towers E, Cuffe Parade, Mumbai, 400005 |
|---|---|
| Tel. No. | 91 22 22180221/ 27 |
| Fax No. | 91 22 22189663 |
| partnerforlife@sbimf.com | |
| Website | http://www.sbimf.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 2.3 | -4.6 | 12.8 | 7.9 | 14.3 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 4.3 | -5.5 | 17.0 | 4.8 | 11.2 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -1.3 | -9.2 | 4.0 | 2.9 | 14.0 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 2.9 | -5.9 | 13.8 | 1.3 | 8.5 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | 0.1 | -13.2 | 8.3 | 1.7 | 11.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC Bank | Banking/Finance | - | 6.84 |
| Agro Tech Foods | Miscellaneous | - | 6.12 |
| Page Industries | Manufacturing | - | 5.85 |
| Divis Labs | Pharmaceuticals | - | 5.12 |
| SpiceJet | Services | - | 4.97 |
| Shriram City | Banking/Finance | - | 4.64 |
| Redington | Technology | - | 4.47 |
| Kansai Nerolac | Chemicals | - | 4.39 |
| Wockhardt | Pharmaceuticals | - | 4.04 |
| Jaiprakash Pow | Utilities | - | 3.82 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 18.88 | 19.28 | 12.46 |
| Pharmaceuticals | 9.16 | 9.16 | 4.63 |
| Automotive | 7.34 | 11.17 | 7.34 |
| Miscellaneous | 6.12 | 6.12 | 2.45 |
| Manufacturing | 5.85 | 5.85 | 3.60 |
| Services | 5.33 | 7.61 | 4.96 |
| Equity | 92.68 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 7.33 |
| Holdings | (%) |
|---|---|
| Top 5 | 28.90 |
| Top 10 | 50.26 |
| Sector | (%) |
|---|---|
| Top 3 | 35.38 |
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