Small cap
Small companies: fastest growth, hardest falls. Grew 23.8% a year (Direct) since 2013.
- Last 5 years
- 11.9%
- Typical 5-year return
- 21.5%
- Worst fall
- −40.3%
- ₹5,000 a month since 2016
- ₹17.8 lakh
average yearly growth
median of every 5-year window
from a high, Mar 2020
from ₹6.5 lakh put in
- SBI Small Cap (Direct)
- Nifty 50 index fund
One point per week, so a single worst day can sit slightly below the line.
What the Regular plan cost here
Invested in both plans on 18 Nov 2013. The Regular plan grew about 1.3% a year slower over 12.9 years.
₹20.5 lakh
lost to commission, so far
Direct grew to ₹1.57 croreRegular to ₹1.36 crore