SBI Small Cap Fund Calculator

  SBI Small Cap Fund · edge‑to‑edge calculator

SBI Small Cap Fund direct growth

small cap • aggressive
₹ 5,000
10
14 %
3Y rolling return ~16% since inception 18.2%*
maturity corpus
₹ 0
invested ₹ 0 est. return ₹ 0
wealth ratio & exit load
1.0x
growth multiple
14%
p.a. assumed
exit load 1% for < 1 year expense ratio 0.68%
SBI Small Cap Fund – calculator for illustration. past performance not indicative.

SBI Small Cap Fund Calculator: Your Path to Smart Investing


Imagine sitting down with your financial goals in mind, eager to grow your wealth. With the SBI Small Cap Fund Calculator, you can easily estimate your investment returns and bring your aspirations closer to reality


Let’s explore the tools. The SIP Calculator helps you plan regular contributions, while the Lumpsum Calculator is perfect for larger one-time investments. For those looking to enhance their savings, the Step-up SIP feature allows you to gradually increase your investment over time.


Picture this: If you invest ₹5,000 monthly for ten years, with an expected annual return of 15%, your total investment could reach ₹600,000. By the end of your investment horizon you might see it grow to approximately ₹1,393,286.36 — an impressive increase thanks to the power of compounding.


The SBI Small Cap Fund is designed for those ready to embrace risk for greater rewards. As a small-cap equity fund, it aims for long-term capital appreciation by investing in emerging companies making it suitable for aggressive investors. Remember, the minimum for a systematic investment is just ₹500, while a lump sum requires ₹5,000.


As you consider your options, keep in mind the exit load of 1% for early withdrawals. Plus, long-term capital gains are taxed at a favorable rate of 10% beyond ₹1 lakh per year. With the SBI Small Cap Fund Calculator, take charge of your financial journey today!

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