Rahul · Delhi just invested ₹500 in SBI Bluechip Fund•Priya · Mumbai invested ₹2,000 in Mirae Tax Saver•Ananya · Lucknow invested ₹1,000 in DSP Midcap Fund•Suresh · Chennai started SIP of ₹300 in Axis Bluechip•Kavita · Hyderabad invested ₹1,500 in Nippon India Small Cap•Amit · Jaipur started SIP of ₹750 in ICICI Pru Value Discovery•Deepa · Kolkata invested ₹3,000 in Kotak Flexi Cap•Vikram · Ahmedabad started SIP of ₹2,000 in Quant Small Cap•Rahul · Delhi just invested ₹500 in SBI Bluechip Fund•Priya · Mumbai invested ₹2,000 in Mirae Tax Saver•Ananya · Lucknow invested ₹1,000 in DSP Midcap Fund•Suresh · Chennai started SIP of ₹300 in Axis Bluechip•Kavita · Hyderabad invested ₹1,500 in Nippon India Small Cap•Amit · Jaipur started SIP of ₹750 in ICICI Pru Value Discovery•Deepa · Kolkata invested ₹3,000 in Kotak Flexi Cap•Vikram · Ahmedabad started SIP of ₹2,000 in Quant Small Cap•

SBI Mutual Fund

ADITYA BIRLA SUN LIFE RETIREMENT FUND-THE 40S PLAN-REGULAR PLAN-GROWTH Fund.

EquitySmall CapVery High Risk

Performance History

₹165.42+1.24%

As of 24 Mar 2024

Key Statistics

Min. SIP

₹500

AUM

₹115.6174

Expense Ratio

2.39%

Exit Load

1.0%

Fund House Rank

4

Age

7 Years

Top Holdings

GOI Sec 7.18 14/08/20337.64%

Reverse Repo7.52%

ICICI Bank Ltd6.37%

HDFC Bank Ltd4.88%

Infosys Ltd3.69%

Reliance Industries Ltd3.19%

Ultratech Cement Ltd3.13%

GOI Sec 7.34 22/04/20643.02%

State Bank of India3%

Sun Pharmaceutical Industries Ltd2.52%

Returns Analysis

1 Year	3.64%	3.43%
3 Year	13.28%	14.43%
5 Year	8.21%	12.33%

SBI Small Cap Fund

Direct Plan · Growth

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