The SBI Small Cap Fund Direct Plan Growth has an AUM of 30828.79 crores & has delivered CAGR of 30.84% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.72%.

The SBI Gold Fund Direct Plan Growth has an AUM of 3582.23 crores & has delivered CAGR of 14.60% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.10%. The minimum ...

Explore key facts about SBI Small Cap Fund in 2025—performance trends, SIP returns, volatility, portfolio split, and who ...

Ratios are only available for the funds which are 3 years old. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Lower value indicates more ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Fund evaluation across critical parameters for better decision making. Study period is 3 years. Volatility represents the standard deviation of fund returns that is, how much the fund returns have ...

Fund evaluation across critical parameters for better decision making. Study period is 3 years. Volatility represents the standard deviation of fund returns that is, how much the fund returns have ...

The U.S. News Best Mutual Fund rankings combine expert analyst opinions and fund-level data to rank over 4,500 mutual funds. Rankings reflect a variety of popular fund rating systems which track ...

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the ...

T. Rowe Price New Income Fund Z Cl TRVZX 11.57% T. Rowe Price Value Fund Z Cl TRZAX 10.42% T. Rowe Price Growth Stock Fund Z Cl TRJZX 9.15% T. Rowe Price U.S. Large-Cap Core Fund Z Cl TRZLX 6.72% T.

Vanguard Total Stock Market Index Fund Institutional Plus Shares VSMPX 44.14% Vanguard Total International Stock Index Fund VGTSX 30.23% Vanguard Total Bond Market II Index Fund Investor Shares ...

As a mutual fund, it can be held in a Roth IRA or 401(k) plan if available – something that's not usually possible with direct property ownership. It's also far more diversified than the average ...