3 Year return

0
Launched on February 2022 (2 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹15785.91 Cr.

Expense Ratio

0.91% (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

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

SBI Mutual Fund Managers

RS

Rama Iyer Srinivasan

Fund Manager since Apr 2022

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

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 0.91%
Fund Manager Rama Iyer Srinivasan
Fund Size ₹15785.91 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
Email 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.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

What is today's NAV of SBI Multicap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Multicap Fund Jun 21 2024 is 15.7551

What is the AUM of SBI Multicap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Multicap Fund is 15785.91 crore.

What is the expense ratio of SBI Multicap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Multicap Fund is 0.91%

What are the returns of SBI Multicap Fund since inception?

The SBI Multicap Fund was launched on Feb 14 2022. The fund has delivered a CAGR of 21.95 since inception.

What is the minimum SIP amount to invest in SBI Multicap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Multicap Fund is 500.

How do I invest in SBI Multicap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Multicap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Multicap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Multicap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.