SBI Multicap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

SBI Multicap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹23,693 Cr

Lock In Period

N/A

Expense Ratio

1.72

Exit Load

For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.

Benchmark

NIFTY 500 Multicap 50:25:25 TRI Index

SBI Multicap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.44-0.177.74
6M2.571.8264.49
1Y-1.664.56137.57
3Y13.9812.76202.94

Portfolio Analysis

  • Equity: 96.10%
  • Debt: 3.90%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.4.53%
2. HDFC Bank Ltd.4.40%
3. Kotak Mahindra Bank Ltd.3.87%
4. Axis Bank Ltd.2.01%
5. The Federal Bank Ltd.1.39%

1. Adani Power Ltd.4.89%
2. Torrent Power Ltd.2.59%
3. JSW Energy Ltd.0.75%

1. Asian Paints Ltd.2.90%
2. Berger Paints India Ltd.2.37%

1. Jupiter Life Line Hospitals Ltd.2.52%
2. Krishna Institute of Medical Sciences Ltd.2.23%

1. Divi's Laboratories Ltd.2.55%
2. Biocon Ltd.1.95%

1. K.P.R. Mill Ltd.3.93%

1. Jubilant Foodworks Ltd.1.94%
2. EIH Ltd.1.49%
3. Brigade Hotel Ventures Ltd.0.22%

1. Dalmia Bharat Ltd.1.40%
2. JSW Cement Ltd.1.14%
3. Grasim Industries Ltd.0.92%

1. Paradeep Phosphates Ltd.2.01%
2. Deepak Fertilizers and Petrochemicals Corporation Ltd.1.33%

1. Reliance Industries Ltd.3.06%

1. Indus Towers Ltd.2.71%

1. Vishal Mega Mart Ltd.1.34%
2. V-Mart Retail Ltd.1.32%

1. Aether Industries Ltd.2.29%

1. Elgi Equipments Ltd.2.28%

1. TTK Prestige Ltd.1.25%
2. V-Guard Industries Ltd.1.00%

1. FSN E-Commerce Ventures Ltd.1.05%
2. Eternal Ltd.1.03%

1. Infosys Ltd.1.22%
2. Coforge Ltd.0.51%
3. Persistent Systems Ltd.0.32%

1. Tata Steel Ltd.1.16%
2. JSW Steel Ltd.0.78%

1. Carborundum Universal Ltd.1.74%

1. Blue Star Ltd.1.72%

1. Kalpataru Projects International Ltd.1.71%

1. United Breweries Ltd.1.64%

1. Page Industries Ltd.1.34%

1. Adani Enterprises Ltd.1.33%

1. Sona Blw Precision Forgings Ltd.1.31%

1. Hyundai Motor India Ltd.1.01%
2. Maruti Suzuki India Ltd.0.26%

1. Aptus Value Housing Finance India Ltd.1.26%

1. ASK Automotive Ltd.1.20%

1. Nippon Life India Asset Management Ltd.1.04%

About Fund SBI Multicap Fund Growth

SBI Multicap Fund Growth managed by SBI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹23,693 Crore. The fund benchmarks its performance against the NIFTY 500 Multicap 50:25:25 TRI Index while maintaining an expense ratio of 1.72. Under the expert guidance of Ruchit Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ruchit Mehta

Mr. Ruchit has done B.Com, MSc Finance. CFA Charter holder. Ruchit Has over 7 year experience in the industry primarily as a research analyst. Experience over the last 7 years: April 2010 - till date: Chief Manager Investments (Research) with SBI Funds Management Pvt. Ltd. May 2006 - March 2010: AVP & Assistant Fund Manager, HSBC Asset Management Pvt. Ltd. July 2004 - May 2006: Analyst, ASK Raymond James & Associates Pvt. Ltd. Feb 2004 - July 2004: Associate, Prabhudas Lilladher Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC Multi Cap Fund Growth320,216 CR1.79
HSBC Focused Fund Growth21,723 CR2.24
SBI Multicap Fund Growth223,693 CR1.72
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundHDFC Multi Cap Fund Growth-2.650546.9715
This FundHSBC Focused Fund Growth3.837647.9343
This FundSBI Multicap Fund Growth-1.657148.0673
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

SBI Multicap Fund Growth FAQs

SBI Multicap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Multicap Fund Growth is 1.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Multicap Fund Growth’s fund performance is as follows:
  • 1 Month : 2.44%
  • 6 Months : 2.57%
  • 1 Year : -1.66%
  • 3 Years : 13.98%
Returns of SBI Multicap Fund Growth are updated daily based on NAV of ₹ 17.1100 as on Jul 17,2026. Since inception, the return has been 48.07%.

You can invest in SBI Multicap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Multicap Fund Growth is ₹23,693 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Multicap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.