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SBI Multicap Fund- Regular Plan- Growth Option
Invest Now
Fund Manager: Mr. R Srinivasan, Mr. Pradeep Kesavan, Mr. Saurabh Pant, |
Equity: Multi Cap |
NIFTY500 MULTICAP 50:25:25 TRI
NAV as on 04-08-2025
AUM as on 30-06-2025
Rtn ( Since Inception )
16.57%
Inception Date
Mar 05, 2022
Expense Ratio
1.67%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
very high
Investment Objective : 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.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 5.13 | 5.99 | 5.82 | 17.34 | 0.0 | 0.0 |
| NIFTY500 MULTICAP 50:25:25 TRI | 6.14 | 6.56 | -0.87 | 19.29 | 25.1 | 14.66 |
| Equity: Multi Cap | 6.77 | 5.87 | 0.22 | 19.78 | 24.55 | 14.25 |
| Rank within Category | 24 | 15 | 3 | 11 | ||
| Number of Funds within Category | 30 | 29 | 26 | 14 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| SBI Multicap Fund- Regular Plan- Growth Option | 2,172.45 | 1.67 | 5.82 | 17.34 | 0.0 | 0.0 |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 388.62 | 1.87 | 23.11 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 206.51 | 1.99 | 7.25 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund - Regular Plan - Growth | 825.6 | 1.78 | 3.45 | 22.2 | 0.0 | 0.0 |
| Invesco India Multicap Fund - Growth Option | 418.21 | 1.89 | 1.8 | 19.71 | 23.66 | 13.3 |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 454.18 | 1.83 | 1.69 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 394.36 | 1.86 | 1.5 | 0.0 | 0.0 | 0.0 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 4,536.61 | 1.52 | 1.05 | 24.31 | 31.57 | 14.45 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 285.31 | 1.99 | 0.94 | 17.34 | 22.36 | 13.62 |
| Union Multicap Fund - Regular Plan - Growth Option | 117.35 | 2.18 | 0.51 | 0.0 | 0.0 | 0.0 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 22.48 | 3.91 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Multi Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.