Just Rs 5000/month SIP in this SBI Fund from 2012 would have given you Rs 29 lakh!

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Just Rs 5000/month SIP in this SBI Fund from 2012 would have given you Rs 29 lakh!


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SBI Small Cap Mutual Fund: While there is no denying the fact that mutual fund investments could be risky for investors due to inherent market risks, experience over the years suggests that some funds simply outperform others, increasing the investor’s wealth at an unexpected pace.



One such fund is the SBI Small Cap fund from the house of SBI Mutual Fund. It is going to celebrate its anniversary on Friday (09-09-2022). According to data on the AMFI website at the time of writing, the SBI Small Cap fund’s regular plan has given a stellar return of 26.28% in the last 10 years (as of 06-09-2022).

The mutual fund SP calculator shows if an investor had started a monthly SIP of Rs 5000 in this equity small-cap fund’s regular plan 10 years back, he/she would have accumulated approximately Rs 29 lakh by now as the fund has given an annualised return of 26.28% in 10 years.

If an investor had invested Rs 1 lakh upfront in the fund 10 years ago then his wealth could have grown to over Rs 10 lakh by now.


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