SBI Small Cap Fund Stress Test (March 2024): SBI Mutual Fund has released the latest stress test report of its small cap fund. The result shows how much time SBI Small Cap Fund fund will take to sell its portfolio in case a large number of investors apply for redemption in a bad market condition.

It has become mandatory for small cap mutual funds to do the stress test and publish the results on their websites as well as on the website of Association of Mutual Funds in India once every 15 days, starting from March 15, 2024. This means, you can see fresh stress test results of all small cap funds on AMFI’s website twice every month.

What does latest SBI Small Cap Fund Stress Test says

SBI Small Cap Fund’s Stress Test shows it will take 60 days to sell-off 50% of its portfolio. The fund house will take 30 days to liquidate 25% of its portfolio. This is as per the disclosure of Stress Test and Liquidity Analysis by SBI Small Cap Fund for February 2024.

The stress test result of a mutual fund scheme shows how much time its AMC will take to sell its portfolio or liquidate holdings to meet demand in case a large number of investors apply for redemption in a bad market condition.

Also Read: Nippon India Small Cap Fund Stress Test (March 2024)

As of 29 February 2024, the total AUM of SBI Small Cap Fund was Rs 25,533.78 crore. The date of allotment of this scheme is 9 September 2009. The fund’s website shows it has given an annualized return of 20.58% since inception (as per data available on SBI Small Cap Fund’s website on March 18, 2023). The fund is managed by R Srinivasan since November 2013.

SBI Small Cap Fund is an open ended equity scheme predominantly investing in small cap stocks.

You can also check the latest Stress Test report of SBI Small Cap Fund and other schemes on AMFI’s website.

Want to learn the science behind personal finance and easily achieve all your financial goals with peace of mind? See here