SBI Multicap Fund

Equity | Multi Cap Funds
Monthly Amount Invested
  • Would Have Become
  • Invested Value
  • Total Gain
  • Returns
    -- per annum
₹500 ₹5,000 0.77 % 0★ ₹11,705 1 Year
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 0.77 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹11,705 Cr 1 Year
Rating Fund Size Fund Age

Scheme 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.

How to invest in SBI Multicap Fund?

Investing in SBI Multicap is simplified by the use of 5paisa. The whole procedure can be finished in a short amount of time, and there is no need to provide any paperwork. The following are the simple steps that need to be taken:

What is the expense ratio of the SBI Multicap Fund?

The expense ratio refers to the annual fees you pay to the mutual fund provider to manage your assets in that fund. Fund returns are reduced by the Expense Ratio, which is stated as a percentage of Assets Under Management (AUM). A fund with a lower expense ratio is always advantageous since a lesser proportion of its earnings will be deducted. This means that your returns will be increased.

The expense ratio of SBI Multicap Fund’s direct plan is 0.8%.

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.


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.

Scheme Performance

Returns and Ranks ( as on 22 March 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -0.5% - - 1.8%
Category Average 1.7% 32.4% 13.3% -

Scheme Allocation

St Bk of India
TVS Motor Co.
Bajaj Finance
Axis Bank
Consumer Durables
Chemicals & Petrochemical
Reverse Repos
Govt Securities / Sovereign

Fund House Details

SBI Mutual Fund

SBI Multicap Fund

Fund Manager
Rama Iyer Srinivasan

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

Advance Ratio

-0.02 0.74 0.59 -0.01
Alpha SD Beta Sharpe


Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

SBI Mutual Fund
6,48,640 Cr
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Email ID:

Frequently Asked Questions

You can invest in SBI Multicap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Multicap Fund 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"
The SBI Multicap Fund has delivered 1.8% since inception
The NAV of SBI Multicap Fund is ₹9.9 as of 22 March 2023.
The expense ratio of SBI Multicap Fund is 0.77 % as of 22 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of SBI Multicap Fund is ₹6,48,640 Cr as of 22 March 2023
The minimum SIP amount of SBI Multicap Fund is ₹500
The top stock holdings of SBI Multicap Fund are
  1. St Bk of India - 6.7%
  2. TVS Motor Co. - 6.46%
  3. ICICI Bank - 5.11%
  4. Bajaj Finance - 3.66%
  5. Axis Bank - 3.61%
The top sectors SBI Multicap Fund has invested in are
  1. St Bk of India - 6.7%
  2. TVS Motor Co. - 6.46%
  3. ICICI Bank - 5.11%
  4. Bajaj Finance - 3.66%
  5. Axis Bank - 3.61%
Invest Now