SBI Multicap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16% | - | - | 14.4% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil - If units purchased switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit in or before 1 year from the date of allotment Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment |
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Fund Objective
SBI Mutual Fund’s SBI Multicap Fund Direct-Growth is an Equity mutual fund. This scheme was introduced on February 14, 2022, and is now handled by R. Srinivasan and Mohit Jain. Since the inception of the SBI Multicap Fund Direct-Growth plan, its return performance has been 5.05%. A minimum SIP investment of ?500 is required for this scheme.
The scheme’s investment aim is to offer investors prospects for long-term growth in capital through a diverse portfolio of equities and equity-linked instruments across market capitalisation. This growth in capital is expected to occur as a result of market capitalisation. Despite this, there is no way to guarantee that the Scheme will be successful in achieving its investment goal.
Pros & Cons
| Pros | Cons |
|---|---|
| Low expense ratio. | It has a higher AUM (12191cr), which tends to have lower returns in the future. |
Who should invest in SBI Multicap Fund?
The SBI Multicap Fund (G) is designed for investors that have a minimum investment horizon of between 5 and 7 years. You should prepare yourself for short-term volatility in your investments because of the nature of the asset class. The fund’s performance is measured against the Nifty 500 Multicap 50:25:25 TR INR benchmark.
What are the benefits of investing in the SBI Multicap Fund?
Over the long run, the large-cap, mid-cap, and small-cap exposure provided by SBI Multicap Fund’s investments will offer investors a level of portfolio stability, growth opportunity, and alpha generation, respectively.
As opposed to owning individual stocks, the scheme provides investors with a one-stop solution for diversification across the market size.
Diversification
SBI Multicap Fund provides diversification since their investments span organisations of varying sizes and industries. This kind of diversification will reduce the potential for loss. Because various areas of the market or industries might have wildly varying performances at any one moment, spreading investments out makes risk manageable.
Comprehensive market exposure
Because these funds do not limit their investments to a certain market size or industry, investors have access to the whole range of industries and firms that are vital to the growth of the Indian economy. This ensures that you seize any possible opening in the Indian market.
Ideal portfolio for the current market conditions
It can adapt to shifting market conditions by rebalancing its holdings across big, mid, and small caps as needed. If small and midcap equities become overpriced, the fund manager may shift into a defensive attitude by investing in large-cap firms.
Fund Managers
Rama Iyer Srinivasan
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Multi Cap .
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- 20,192
-
31.9%Fund Size - 20,192
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40%Fund Size - 20,192
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19.2%Fund Size - 20,192
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- Equity .
- Multi Cap .
-
- 5,688
-
19.7%Fund Size - 5,688
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34.7%Fund Size - 5,688
-
24.9%Fund Size - 5,688
-
- Equity .
- Multi Cap .
-
- 2,119
-
28.1%Fund Size - 2,119
-
33.7%Fund Size - 2,119
-
22%Fund Size - 2,119
-
- Equity .
- Multi Cap .
-
- 111
-
27%Fund Size - 111
-
30.8%Fund Size - 111
-
23.3%Fund Size - 111
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- Equity .
- Multi Cap .
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- 8,564
-
26.7%Fund Size - 8,564
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30.5%Fund Size - 8,564
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15.3%Fund Size - 8,564
AMC Contact Details
Frequently Asked Questions
How to invest in SBI Multicap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Multicap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Multicap Fund – Direct Growth ?
How to redeem SBI Multicap Fund – Direct Growth holding ?
What is the minimum sip amount of SBI Multicap Fund – Direct Growth?
What are the top sectors SBI Multicap Fund – Direct Growth has invested in?
- Banks - 12.64%
- Consumer Durables - 8.79%
- Chemicals & Petrochemical - 7.12%
- Automobiles - 6.3%
- Textiles & Apparels - 5.74%
Can I make investments in both the SIP and Lump Sum schemes of SBI Multicap Fund – Direct Growth?
How much returns have SBI Multicap Fund – Direct Growth generated ?
What is the expense ratio of SBI Multicap Fund – Direct Growth ?
What is the AUM of SBI Multicap Fund – Direct Growth?
What are the top stock holdings of SBI Multicap Fund – Direct Growth?
- TVS Motor Co. - 5.73%
- ICICI Bank - 5.11%
- St Bk of India - 4.7%
- K P R Mill Ltd - 4.04%
- Bajaj Finance - 3.81%
How can I redeem my investments in SBI Multicap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Multicap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock-in period for SBI Multicap Fund - Direct Growth?
No, there is no lock-in period for SBI Multicap Fund – Direct Growth.