- Mutual Funds
- SBI Mutual Fund
- SBI Multicap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.7474
NAV (Oct 21)
Fund Returns
Last 1Y | 38% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.4% |
6 Month CAGR | 22.5% |
Scheme Information
The scheme seeks to provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization.
Expense Ratio | 1.71% |
Launched 2Y ago | 2022-03-08 |
AUM in Crores | 19295.4 |
ISIN | INF200KA15E8 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Multicap Fund (G) | 20,41,239 | 13,08,627 | 38% | |
| 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
Interglobe Aviation Ltd.
4.71%ICICI Bank Ltd.
4.71%TVS Motor Company Ltd.
4.21%Bharti Airtel Ltd.
4.05%Torrent Power Ltd.
4%Allocation by Sector
Financial
17.95%Services
11.65%Consumer Discretionary
10.75%Healthcare
7.3%Energy
7.02%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9% | 14.5% | ||
16.6% | 6.6% | ||
17.8% | 15.4% | ||
24% | 17.4% | ||
23.9% | 16.4% |
SBI Multicap Fund (G) Review
SBI Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 22.4% over 2 years. The fund has grown over a period of 2 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rama Iyer Srinivasan, Saurabh Pant.
Nav of SBI Multicap Fund (G) as of 10/21/2024 is ₹16.75 with the total AUM as of 10/22/2024 is ₹19295.44. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Multicap Fund (G) was launched on 2022-03-08.
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 Total Return Index.
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.
What is the expense ratio of the SBI Multicap Fund (G)?
The expense ratio of the SBI Multicap Fund (G) is 1.71% for regular plan.
What is the NAV of SBI Multicap Fund (G)?
Today's SBI Multicap Fund (G) NAV is ₹16.75.