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 11-12-2025

16.8938

0.0913

CAGR Since Inception

14.48%

NIFTY500 MULTICAP 50:25:25 TRI 15.88%

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 -0.06 15.92 - - 14.48
NIFTY500 MULTICAP 50:25:25 TRI -0.61 17.3 19.77 15.87 15.88
Equity: Multi Cap -2.36 17.5 19.74 15.14 14.0

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 -0.06 14.55 15.92 0.0 0.0
Mirae Asset Multicap Fund Reg Gr 01-08-2023 2.67 14.33 0.0 0.0 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 1.31 17.79 0.0 0.0 0.0
Franklin India Multi Cap Fund Gr 05-07-2024 1.02 0.0 0.0 0.0 0.0
Kotak Multicap Fund Reg Gr 03-09-2021 0.45 17.3 21.91 0.0 0.0
Bandhan Multi Cap Fund Reg Gr 05-12-2021 0.37 13.43 16.23 0.0 0.0
Sundaram Multi Cap Fund Gr 01-01-2013 0.34 12.56 16.32 18.54 14.86
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 0.14 14.25 0.0 0.0 0.0
Bank of India Multi Cap Fund Reg Gr 03-03-2023 -0.22 14.7 0.0 0.0 0.0
Nippon India Multi Cap Gr Gr 25-03-2005 -0.31 15.45 20.83 25.57 15.44

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 - - - - - -