SBI Small Cap Fund - Q & A Forum

Q & A Forum › Category: Investments › SBI Small Cap Fund

D Sharma asked 8 years ago

Dear Sreekanth Hi! SBI Small cap fund is open now for investment. Do you advice to start SIP in this fund, as recently this fund is not doing so good I suppose. Between small cap and large cap (SBI Blue chip) which will you suggest considering the present states of Small cap. This is for my father who is a first time MF investor. Regards D Sharma

5 Answers

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Sreekanth Staff answered 8 years ago

Dear Mr Sharma, May I know your father's investment objective and time-frame for this??

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D Sharma answered 8 years ago

Dear Sreekanth, Time frame is 3 years Regards D Sharma

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Sreekanth Staff answered 8 years ago

Dear Mr Sharma, If the investment time-frame is around 3 years, also considering the fact this is going to be your father's first investment in MFs, suggest you to avoid equity funds.

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D Sharma answered 8 years ago

Dear Sreekanth I agree. Please suggest some good fund for him. Regards D Sharma

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Sreekanth Staff answered 8 years ago

If the investment time-frame is around 3 years, he may consider investing in an ultra short term or short term debt fund. For ex : Franklin Low Duration Fund. One can expect returns better than a bank FD, but do note that returns from Mutual funds are not guaranteed.