SBI Multicap Fund- Regular Plan- Growth Option

Fund House: SBI Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 05-03-2022

Minimum Investment: 5000.0

Asset Class:

Minimum Topup: 1000.0

Benchmark: NIFTY500 MULTICAP 50:25:25 TRI

Total Assets: 23955.11 As on (28-11-2025)

Expense Ratio: 1.66% As on (28-11-2025)

Turn over: 81.00% | Exit Load:

NAV as on 17-12-2025

16.832

-0.0926

CAGR Since Inception

14.3%

NIFTY500 MULTICAP 50:25:25 TRI 15.92%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Multicap Fund- Regular Plan- Growth Option 0.76 16.09 - - 14.3
NIFTY500 MULTICAP 50:25:25 TRI 0.55 17.6 19.82 15.83 15.92
Equity: Multi Cap -2.18 17.95 19.48 15.02 14.04

Funds Manager

Mr. R Srinivasan, Mr. Saurabh Pant,

RETURNS CALCULATORS for SBI Multicap Fund- Regular Plan- Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Multicap Fund- Regular Plan- Growth Option

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of SBI Multicap Fund- Regular Plan- Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Multicap Fund Reg Gr 05-03-2022 0.76 13.61 16.09 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 3.6 13.08 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 2.07 16.46 0.0 0.0 0.0
Sundaram Multi Cap Fund Gr 01-01-2013 1.62 11.34 16.76 18.14 14.43
Bandhan Multi Cap Fund Reg Gr 05-12-2021 1.34 12.01 16.53 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 1.33 13.58 0.0 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 1.3 0.0 0.0 0.0 0.0
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 0.75 13.1 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 0.62 15.7 22.22 0.0 0.0
PGIM India Multi Cap Fund Reg Gr 10-09-2024 0.1 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Multicap Fund- Regular Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Multicap Fund- Regular Plan- Growth Option 15.58 0.88 0.88 0.79 - -
Equity: Multi Cap - - - - - -