Sbi Multicap Fund Nfo 2022

Over the past year, the SBI Multicap Fund has shown a growth of 32.6%. However, there is no data available for its performance over the last three years or five years. Similarly, there is no information regarding its performance over the last ten years. Since its inception, the fund has achieved a growth rate of 16%. In terms of six-month compound annual growth rate (CAGR), it stands at 13.1%.

Scheme Information

The investment objective of the scheme is to provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization.However,there can be no assurance that the investment objective of the Scheme will be realized

The expense ratio for SBI Multicap Fund NFO 2022 is 1.73%. It was launched on March 8, 2022, and currently has an asset under management (AUM) of INR 14,671.418 crores. The fund does not have a lock-in period and its benchmark is the Nifty 500 Multicap 50:25:25 TR INR index. The minimum investment amount for SIP is INR 1000, while for lump sum investments it is INR 5000. As for the performance indicators, the standard deviation, beta, Sharpe ratio, and YTM are all at zero values.

Introducing the SBI NFO 2024: A Comprehensive Overview

The SBI Energy Opportunities Fund is a type of investment scheme that allows people to invest their money in stocks related to the energy sector. It is an open-ended fund, which means that investors can buy or sell units of the fund at any time.

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When you invest in this fund, around 80-100% of your money will be used to buy shares or equity-related instruments (such as derivatives) from companies operating within the energy theme. These could be businesses engaged in various activities related to energy production or distribution.

Returns Calculator Comparison

The SBI Multicap Fund (Growth) has shown a return of 70% with a total corpus of INR 17,37,197 and gains of INR 10,04,585. Its Compound Annual Growth Rate (CAGR) stands at 32.6%. Other investment options such as EPF, property, PPF, bank FDs, gold and savings bank accounts have also yielded returns ranging from 5% to 8.5%.

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Is investing in SBI multicap fund considered safe?

1. Low

2. Moderately Low

3. Moderate

4. Moderately High

5. High

6. Very High

Asset allocation and Holdings

SBI Mutual Fund is the top mutual fund company in India, overseeing assets worth Rs. 6.27 crore.

According to AMFI, the total assets under management of SBI Multicap Fund as of December 31, 2021, amounted to one lakh crore rupees.

Which NFO is the top choice?

– Canara Robeco Manufacturing Fund – Direct (G)

– Mahindra Manulife Multi Asset Allocation Fund-Dir (G)

– Quantum Multi Asset Allocation Fund – Direct (G)

– ICICI Pru Nifty LargeMidcap 250 Index Fund-Dir (G)

– Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF-Dir (G)

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Is SBI NFO a good investment?

It is crucial for potential investors to understand that investing in such funds involves risks due to market fluctuations and volatility specific to the energy sector. Therefore, individuals considering this investment option should carefully assess their risk tolerance and financial goals before making any decisions.

List:

– Investors with high-risk appetite

– Those looking for diversification within energy companies

– Investment horizon of 5-7 years

– Benchmark: Nifty Energy TRI index

– Very high level of risk involved

Is NFO a suitable option for long-term investment?

Investors with a high-risk tolerance and a keen interest in exploring new investment opportunities may find New Fund Offers (NFOs) intriguing. NFOs are mutual fund schemes launched by asset management companies to raise capital from the public for investing in various securities. These funds offer investors the chance to be part of a fresh investment portfolio right from its inception.

P.S: It is crucial for investors interested in NFOs to thoroughly research the asset management company launching the scheme and understand their investment strategy before making any decisions.

What mutual fund did SBI launch in 2023?

SBI Mutual Fund has recently introduced the SBI Fixed Maturity Plan – Series 91, which is now available for public subscription from December 26, 2023, until December 28, 2023. This new fund offering aims to provide investors with a fixed maturity period and potential returns based on the underlying assets.