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SIP Calculation: 11.39 lakh rupees in 5 years from monthly SIP of Rs 10,000, understand the calculation here

SIP Calculation: 11.39 lakh rupees in 5 years from monthly SIP of Rs 10,000, understand the calculation here 

 

 

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Small Cap Mutual Fund: With a monthly SIP of Rs 10,000, it became Rs 11.39 lakh in 5 years. In the last five years, the NAV value of SBI Small Cap Fund Pratiksha Vikas Yojana has increased from 54.52 to 127.69, registering a growth of around 135 per cent over the period.

Small Cap Mutual Fund : SBI Small Cap Fund Regular Growth Plan is nearing its 52-week high of 118.1. Last week it closed at 114.57 on Friday. The NAV value of SBI Small Cap Fund Direct Growth Plan settled at 127.69 points on Friday. Small-cap equity mutual fund is one of the top performing mutual funds in India. The Direct Growth Plan of this equity fund has given a CAGR of 31 per cent in the last 3 years, while it has given a CAGR of 41.50 per cent in the last two years.

SBI Small Cap Fund NAV Value
During the sell-off that started after the outbreak of Covid-19 in 2020, the NAV of SBI Small Cap Fund’s Direct Growth Plan came down to Rs 43.70 as on 3 April 2022. But, since then it is continuously moving upwards and now it has reached 127.69. About 190 percent logging in about 30 months. In YTD time, this small-cap equity mutual fund has given returns of 8.36 per cent to its investors, while it has grown to 12.56 per cent in the last one year.

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In the last five years, the NAV value of SBI Small Cap Fund Pratiksha Vikas Yojana has increased from 54.52 to 127.69, registering a growth of around 135 per cent over the period. Since its inception on 4th January 2013, this small-cap equity mutual fund has delivered nearly 900 per cent returns to its long-term investors.

SIP Return Calculator
SBI Small Cap Fund Direct Growth Plan has given a complete return of around 11.50 per cent in the last one year, while it has given 30 per cent in the last two years, 65 per cent in the last three years. It has given 90 per cent returns in the last five years.

Thus if an investor had started with a monthly SIP of Rs 10,000 in SBI Small Cap Fund Direct Growth Plan, the absolute value of one’s investment would have increased to Rs 1.33 lakh today. Had the investor started a monthly SIP of Rs 10,000 two years ago, the full value of one’s investment would have been Rs 3.12 lakh. Similarly, if an investor had started a monthly SIP of Rs 10,000 in this small-cap equity, his investment would have reached Rs 5.93 lakh today.

Similarly, if an investor had invested Rs 10,000 per month in this mutual fund through monthly SIP route, the full value of his invested money would have reached 11.39 lakhs today.

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