Notice No.   20200907-41   Notice Date   07 Sep 2020
Category   Trading   Segment   Mutual Fund
Subject   Restriction on subscription in SBI SMALL CAP FUND on BSE StAR MF Platform
Attachments   Notice cum Addendum.pdf ;

MFIs/MFDs/RIAs are hereby informed that we have received communication from SBI Mutual Fund regarding restriction on subscription in SBI SMALL CAP FUND on BSE StAR MF Platform with effect from September 08, 2020.

Further, as intimated by SBI AMC, fresh subscription through Lumpsum investment (Including additional Investments/Switch In) in the scheme shall not be accepted till further notice.

• Fresh/New registrations through Systematic Investment Plan (“SIP”) or Systematic Transfer Plan (“STP”) will be allowed/ accepted as per maximum amount cap provided below for per month per PAN (First holder/Guardian PAN).

SIP/STP In Frequency

The maximum cap for SIP/STP In


Rs.   5000/-


Rs. 15000/-

• The cap for investment through SIP/STP In for Monthly & Quarterly frequency in SBI Small Cap Fund cumulatively should not exceed as per the cap provided above across all folios for per Investor/per Month/per PAN.

The notice cum addendum issued by SBI AMC is attached.



Ketan Jantre                                                Zeeta Eustace

Sr. General Manager – Mutual Funds       Asst. General Manager – Mutual Funds