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SBI Multicap Fund- Regular Plan- Growth Option

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Category: Equity: Multi Cap
Launch Date: 05-03-2022
Asset Class:
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 1.68% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 20,548.57 Cr As on (30-05-2025)
Turn over: 34
NAV as on 13-06-2025

16.7974

-0.04 (-0.2608%)

CAGR Since Inception

16.66%

NIFTY500 MULTICAP 50:25:25 TRI 16.24%

PERFORMANCE of SBI Multicap Fund- Regular Plan- Growth Option

Scheme Performance (%) Data as on - 13-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Multicap Fund- Regular Plan- Growth Option 9.57 21.0 - - 16.66
NIFTY500 MULTICAP 50:25:25 TRI 6.0 22.62 28.03 16.0 16.24
Equity: Multi Cap 4.12 23.94 26.73 15.24 15.78

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. R Srinivasan, Mr. Pradeep Kesavan, Mr. Saurabh Pant,

Investment Objective

To provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization. However, there can be no assurance that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for SBI Multicap Fund- Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Multicap Fund- Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Multicap Fund- Regular Plan- Growth Option 15.58 0.88 -0.37 0.83 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of SBI Multicap Fund- Regular Plan- Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 13-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 9.57 22.47 21.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 11.51 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 7.78 27.36 26.62 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 7.6 24.34 24.14 25.32 14.3
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 7.37 25.89 0.0 0.0 0.0
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 7.28 0.0 0.0 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 6.87 25.03 25.38 26.78 15.1
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 6.16 0.0 0.0 0.0 0.0
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 5.63 0.0 0.0 0.0 0.0
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 4.46 24.67 23.77 27.89 0.0

PORTFOLIO ANALYSIS of SBI Multicap Fund- Regular Plan- Growth Option

Asset Allocation (%)