SBI Multicap Fund diversifies the entire portfolio across large, mid and small-cap companies. As the name suggests, a multicap fund invests in stocks of companies of different market capitalization sizes, providing a wide range of investment exposure.The fund is managed by experienced professionals who use a combination of bottom-up and top-down approaches to select stocks for the portfolio, providing investors the growth potential of a diversified portfolio of stocks, while also reducing the risk associated with investing in a single company or sector. This fund is suitable for investors who have a higher risk tolerance and want a wider exposure towards multiple types of stocks.
Expense ratio | 0.92% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹14900 Cr |
Inception Date | 8 March, 2022 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 20.74% |
Size breakup
SBI Multicap Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.96% | 5.96% |
6 Month Returns | 22.28% | 22.28% |
1 Year Returns | 38.05% | 38.05% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Multicap Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Multicap Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Multicap Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Multicap Fund Direct Growth | 8.44 | - | - |