Scheme Overview
SBI Multicap Fund- Regular Plan- Growth Option
Category: Equity: Multi Cap |
Launch Date: 05-03-2022 |
Asset Class: |
Benchmark: Nifty 500 Multicap 50:25:25 TRI |
Expense Ratio: 1.69% As on ( 31-01-2025) |
Status: Open Ended for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 18,769.04 Cr As on ( 31-01-2025) |
Turn over: 34 |
15.286
-0.2 ( -1.3051% )
14.92%
Nifty 500 Multicap 50:25:25 TRI15.76%
PERFORMANCE of SBI Multicap Fund- Regular Plan- Growth Option
Scheme Performance (%) Data as on - 14-02-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
SBI Multicap Fund- Regular Plan- Growth Option | 14.37 | - | - | - | 14.92 |
NIFTY500 MULTICAP 50:25:25 TRI | 3.67 | 15.71 | 19.5 | 13.51 | 15.76 |
Equity: Multi Cap | 5.54 | 16.75 | 18.99 | 13.32 | 12.56 |
Yearly Performance (%)
Fund Managers
Rama Iyer Srinivasan, Saurabh Pant, Pradeep Kesavan
Investment Objective
The scheme seeks to provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization.
RETURNS CALCULATOR for SBI Multicap Fund- Regular Plan- Growth Option
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.
Riskometer
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 | - | - | |||
Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of SBI Multicap Fund- Regular Plan- Growth Option
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 14.37 | 21.57 | 0.0 | 0.0 | 0.0 |
Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 12.53 | 27.14 | 18.38 | 0.0 | 0.0 |
LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 11.79 | 23.59 | 0.0 | 0.0 | 0.0 |
WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 10.44 | 0.0 | 0.0 | 0.0 | 0.0 |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 9.34 | 22.36 | 15.85 | 19.74 | 12.29 |
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 8.93 | 0.0 | 0.0 | 0.0 | 0.0 |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 8.7 | 22.76 | 15.66 | 17.66 | 12.54 |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 8.28 | 24.26 | 18.54 | 19.0 | 13.41 |
Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 7.74 | 24.92 | 21.98 | 20.93 | 12.75 |
Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 7.71 | 0.0 | 0.0 | 0.0 | 0.0 |