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SBI Multicap Fund
Fund Overview
| AUM (Fund size) | ₹23,986 Cr |
| Exit load | 0.25% |
| Lock-in Period | Nil |
| Age | 3 yrs 9 m since Feb 14, 2022 |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.65% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| SBI Multicap Fund | -1.63% | 3.01% | 5.19% | 16.7% | N.A. | N.A. |
| Nippon India Multi Cap Fund | -0.64% | 3.02% | 3.86% | 21.66% | 27.21% | 15.27% |
| ICICI Prudential Multicap Fund | -0.31% | 2.0% | 3.48% | 19.27% | 21.58% | 14.76% |
| Mahindra Manulife Multi Cap Fund | 0.25% | 5.35% | 5.6% | 19.03% | 22.83% | 13.67% |
| Baroda BNP Paribas Multi Cap Fund | -0.01% | 5.02% | 0.95% | 18.33% | 21.1% | 14.57% |
| ITI Multi Cap Fund | 1.22% | 4.37% | 2.6% | 18.62% | 17.27% | 9.11% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| SBI Multicap Fund | 11.92 | 0.77 | 0.82 | 1.25 |
| Nippon India Multi Cap Fund | 13.04 | 0.85 | 1.12 | 1.68 |
| ICICI Prudential Multicap Fund | 12.52 | 0.83 | 1.03 | 1.69 |
| Mahindra Manulife Multi Cap Fund | 14.77 | 0.97 | 0.87 | 1.21 |
| Baroda BNP Paribas Multi Cap Fund | 13.57 | 0.89 | 0.90 | 1.09 |
| ITI Multi Cap Fund | 14.98 | 1.00 | 0.82 | 1.05 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| SBI Multicap Fund | 23,986 Cr | 3 yrs 9 m | 1.65% |
| Nippon India Multi Cap Fund | 49,314 Cr | 20 yrs 9 m | 1.49% |
| ICICI Prudential Multicap Fund | 16,067 Cr | 31 yrs 3 m | 1.73% |
| Mahindra Manulife Multi Cap Fund | 6,055 Cr | 8 yrs 7 m | 1.77% |
| Baroda BNP Paribas Multi Cap Fund | 3,108 Cr | 22 yrs 3 m | 1.97% |
| ITI Multi Cap Fund | 1,326 Cr | 6 yrs 6 m | 2.03% |