- Mutual Funds
- SBI Mutual Fund
- SBI Multicap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.8549
NAV (Apr 18)
Fund Returns
Last 1Y | 33.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.7% |
6 Month CAGR | 12.7% |
Scheme Information
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 | 1.73 |
Launched (2y ago) | Mar 08, 2022 |
AUM in Crores | 14900.409 |
ISIN | INF200KA15E8 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 1000 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Multicap Fund (Growth) | 17,94,304 | 10,61,692 | 33.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
5.1%interglobe aviation ltd
4.5%tvs motor co ltd
4.3%bharti airtel ltd
4%k.p.r. mill ltd
3.9%Allocation by Sector
consumer cyclical
22.5%financial services
18.9%industrials
15.3%basic materials
8.2%communication services
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
SBI Multicap Fund (G) Review
SBI Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 16.7% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Pradeep Kesavan, Rama Srinivasan, Saurabh Pant.
Nav of SBI Multicap Fund (G) as of 4/18/2024 is ₹13.85 with the total AUM as of 4/19/2024 is ₹14900.409. 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 ₹1000 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 33.7% 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)?
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 ₹1000. 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 1.73% for regular plan.