Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.22%
1 Month-9.43%
3 Months-11.71%
6 Months-11.66%
1 Year-5.47%
3 Years (CAGR)+13.97%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2022)+9.84%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-16.90%
3 Year SIP+2.66%
5 Year SIP—
Since Inception (Mar 2022)+6.25%
Fund Details
Fund HouseSBI Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹22,932 Cr
Expense Ratio1.67%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date15 Mar 2022
AMFI Code149886
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
SBI Multicap Fund- Regular Plan- Growth Option seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.
About This Fund
SBI Multicap Fund- Regular Plan- Growth Option is a Multi Cap mutual fund offered by SBI Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹22,932 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.67%.
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