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Sectoral / Thematic📊 NIFTY MNC TRI

SBI MNC Fund · Regular · Growth

SBI Mutual Fund

#87 of 213 (1Y)

NAV

₹383.9044

as of 17 Jun 2026

Expense Ratio

1.92%

AUM

₹5,680 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.00%
3Y
+7.10%
5Y
+8.87%
Since Inception
+15.31%

SIP returns (XIRR)

1Y
+14.48%
3Y
+6.22%
5Y
+7.62%
Since Inception
+13.41%

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,99,547

Benchmark

₹5,75,168

+₹24,379 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,26,000

Invested

₹5,99,547

Value today

13.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹96,105

Value today

15.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,60,000

Withdrawn

₹1,32,25,588

Corpus left

+₹1,34,85,588 net gain — withdrew ₹12,60,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,15,32,636

Value today

+0.0%

vs lumpsum

STP beat direct lumpsum by 0.0% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,75,556

Value today

2.8×

Multiple

Staying invested through that crash turned ₹1L into ₹2,75,556 — a 2.8× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.29

Sharpe Ratio

-0.03

Alpha

0.34

Beta

-0.29

Sortino

13.37%

Std Dev

-13.71%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY MNC TRI ✓
Launch Date24 Aug 1994
AMFI Code103034
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadFor purchases/ switches made w.e.f.24.08.2009 - Entry Load: NIL; Exit Load: 1% if redeemed/ switched out within 1 year from the date of investment; NIL if redeemed/ switched after 1 year from the date of investment. W.E.F. 01-June-2013 STT @0.001% is applicable at the time of redemption / switchover. For applicability of load structure

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

SBI MNC Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI MNC Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 31 years. It manages assets worth ₹5,680 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY MNC TRI. The current expense ratio is 1.92%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations