NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

SBI Small Cap Fund Plan Growth for NRI [175.42]

Min Investment

5,000

Fund Size

28,375.34 Cr

Expense Ratio

1.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

175.42

0.05%

NAV as on 22 Jun 24, 12:00 AM

very high risk

small cap

equity

NAV as on 22 Jun 24, 12:00 AM

very high risk

small cap

equity

42.86%p.a.

Last 1Y

24.96%p.a.

Last 3Y

28.16%p.a.

Last 5Y

20.82%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 28,375.34 Cr fund under management as on Jun 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 42.9% annual returns during the last year. It has delivered 20.8% 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

Blue Star Ltd

3.89%

Finolex Industries Ltd

3.80%

Kalpataru Projects International Ltd

3.79%

GE T&D India Ltd

3.43%

Carborundum Universal Ltd

2.77%

Chalet Hotels Ltd

2.69%

SBFC Finance Ltd

2.56%

Lemon Tree Hotels Ltd

2.40%

CMS Info Systems Ltd

2.34%

Whirlpool of India Ltd

2.29%

Fund Managers

  1. R. Srinivasan (Nov 2013 - Present)
  2. Pradeep Kesavan (Dec 2023 - Present)
  3. Mohan Lal (May 2024 - Present)

Key Information

View Scheme Document

SBI Small Cap Fund Plan Growth SIP Calculator

If invested

5,000

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions