3 Year return
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Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹19295.44 Cr.
Expense Ratio
0.88% (inclusive of GST)
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
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
RS
Rama Iyer Srinivasan
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Multi Cap Fund |
26.99% |
4 |
Mahindra Manulife Multi Cap Fund |
21.05% |
3 |
Quant Active Fund |
18.61% |
4 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Multicap Fund Direct Plan-Growth
The SBI Multicap Fund Direct Plan-Growth, a product of SBI Mutual Fund, is an Equity Multi Cap mutual fund scheme that aims to cater to the growth-oriented investment needs. The fund adopts an unconstrained, sector-agnostic approach, focusing on active stock management with a bottom-up strategy. The fund serves as a solution for investors seeking to consolidate multiple investments across market capitalisation into a single, efficient investment. It provides an opportunity for direct equity investors to have a one-stop, diversified solution across market caps, offering a broader opportunity set for stock selection.
Investment Objective of the Scheme
The central objective of the SBI Multicap Fund Direct Plan-Growth is to provide investors with opportunities for long-term capital growth. This is accomplished through a well-diversified equity and equity-related securities portfolio.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.88% |
Fund Manager | Rama Iyer Srinivasan |
Fund Size | ₹19295.44 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The SBI Multicap Fund is suitable for millennials, first-time investors, and anyone looking for long-term wealth creation (>5 years) wanting to have an unbiased flavour of market caps. It's also well-suited to investors who are ready to accept the possibility of moderate risks in their investments while aiming for high returns over a span of 3-4 years. The fund's strong pedigree of investment expertise across market caps reinforces its capability to potentially deliver desired returns.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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What is the minimum SIP amount to invest in SBI Multicap Fund?
How do I invest in SBI Multicap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Multicap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Multicap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Multicap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.