• Mutual Funds
  • SBI Mutual Fund
  • SBI Multicap Fund (Growth)
SBI Mutual Fund

SBI Multicap Fund (Growth)

EquityMulti Cap

10.7891

NAV (Nov 25)

7.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.7891

NAV (Nov 25)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

7.9%

6 Month CAGR

12%

Scheme Information

Investment Objective

The investment objective of the scheme is 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

Expense Ratio

1.8

Launched (0y ago)

Mar 08, 2022

AUM in Crores

12120.507

ISIN

INF200KA15E8

Lock-in

No Lock-in

Benchmark

Nifty 500 Multicap 50:25:25 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Rama Srinivasan

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

treps

6.9%
6.9%

tvs motor co ltd

6.6%
6.6%

state bank of india

5.8%
5.8%

icici bank ltd

5.2%
5.2%

bajaj finance ltd

4.1%
4.1%
See all holdings

Allocation by Sector

consumer cyclical

32.1%
32.1%

financial services

23.6%
23.6%

industrials

12.2%
12.2%

basic materials

10.8%
10.8%

healthcare

6.8%
6.8%
See all sectors

Compare SBI Multicap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

SBI Funds Management Ltd

SBIFM is a Joint Venture between State Bank of India, India’s largest bank, and Amundi, Europe’s largest asset manager and one of the world’s leading asset management companies. SBIFM is an Investment Manager of all the schemes of SBI Mutual Fund and products launched as Alternative Investment Funds. SBIFM also offers Discretionary, Non-Discretionary and Advisory Portfolio Management Services to various High Net worth Individuals, Corporates, and Institutional Investors. SBIFM was the first fund house to sign the CFA Institute of Asset Manager Code of Conduct and is also the signatory of the United Nations Principles for Responsible Investment (PRI). SBIFM claims compliance with the Global Investment Performance Standards (GIPS®). For a copy of a presentation that complies with the GIPS standards and/or the firm’s list of composite descriptions, please visit https://www.sbimf.com/en-us/composite-performance-reporting SBI Mutual Fund is the leading mutual fund house in the country, managing an AAUM of Rs. 6.27 lakh crore as on December 31, 2021 (source: AMFI).

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.2%

    18.9%

    6.3%

    6.8%

    3.6%

    6.5%

    21.2%

    17.6%

    16.1%

    11.8%

    SBI Multicap Fund (G) Review

    SBI Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 7.9% over a period of 0 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Rama Srinivasan.

    Nav of SBI Multicap Fund (G) as of 11/25/2022 is ₹10.79 with the total AUM as of 11/27/2022 is ₹12120.507. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Multicap Fund (G) was launched on Mar 08, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Multicap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    SBI Multicap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 TR INR.

    SBI Multicap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Multicap Fund (G).

    Frequently Asked Questions

    What is SBI Multicap Fund (G)?

    SBI Multicap Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Multicap Fund (G)?

    You can invest in SBI Multicap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Multicap Fund (G)?

    The minimum sip amount for SBI Multicap Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is SBI Multicap Fund (G) good to invest in?

    As per Scripbox experts, SBI Multicap Fund (G) is a Not Reviewed Yet fund. You can investSBI Multicap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Multicap Fund (G)?

    The expense ratio of the SBI Multicap Fund (G) is 1.8% for regular plan.