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  • SBI Multicap Fund (Growth)
SBI Mutual Fund

SBI Multicap Fund (Growth)

EquityMulti Cap

16.0137

NAV (Jul 16)

21.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

15.9234

NAV (Jul 15)

Fund Returns

Last 1Y
38.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.1%
6 Month CAGR
20.3%

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
1.72
Launched (2y ago)
Mar 08, 2022
AUM in Crores
15785.907
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
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Multicap Fund (Growth)70%19,73,490 12,40,87836.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-07-16

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

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
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.5%

20.7%

18.3%

25.6%

17.1%

17.1%

12.6%

28.3%

14%

SBI Multicap Fund (G) Review

SBI Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 21.2% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is null.

Nav of SBI Multicap Fund (G) as of 7/16/2024 is ₹16.01 with the total AUM as of 7/18/2024 is ₹15785.907. 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 36.9% 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 instruments 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 ₹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 1.72% for regular plan.