Sbi Multicap Fund Regular Growth

Over the past year, the SBI Multicap Fund Regular Growth has shown a growth rate of 32.6%. However, there is no data available for its performance over the last three years, five years, or ten years. Since its inception, the fund has achieved a growth rate of 16%. Additionally, it has maintained an average compounded annual growth rate (CAGR) of 13.1% over the past six months.

Scheme Information

The main aim of the SBI Multicap Fund Regular Growth is to offer investors the chance to achieve long-term capital growth through a varied portfolio consisting of equity and equity-related instruments across different market capitalizations. Nevertheless, it cannot be guaranteed that the scheme will definitely achieve its investment objective.

The expense ratio of the SBI Multicap Fund Regular Growth 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.

In terms of risk measures, the standard deviation over a three-year and five-year period as well as beta over both periods are all zero. Similarly, the Sharpe ratio over three years and five years along with YTM are also zero.

What is the typical yield of SBI Multicap Fund?

The SBI Multicap Fund Regular Growth is a type of mutual fund offered by the State Bank of India (SBI). It is designed for investors who want to diversify their investment portfolio across different market sectors and company sizes. The regular growth option means that any profits made from the fund are reinvested back into the fund, allowing it to grow over time.

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This particular fund has been available for a while now, which means it has a track record that investors can look at before deciding whether or not to invest in it. This can be helpful because past performance can give an indication of how well the fund has performed in different market conditions.

One key feature of the SBI Multicap Fund Regular Growth is its ability to invest in companies across various market sectors and with different market capitalizations. This flexibility allows the fund manager to choose investments based on their potential for growth, regardless of their size or sector. By investing in a mix of large, mid-sized, and small companies, this fund aims to provide long-term capital appreciation for its investors.

Returns Calculator Comparison

The SBI Multicap Fund (Growth) has shown a return of 70%, resulting in a total corpus of Rs. 17,37,197 and gains of Rs. 10,04,585. The compound annual growth rate (CAGR) for this fund is 32.6%. Other assets such as EPF, property, PPF, bank FDs, gold and savings bank accounts have also shown 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.

Benefits of Investing in SBI Multicap Fund

The scheme aims to offer investors the chance to achieve long-term capital growth by investing in a diverse range of equity and equity-related instruments across various market capitalizations.

List:

– The investment objective is to provide opportunities for long-term capital growth.

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– The scheme focuses on a diversified portfolio of equity and equity related instruments.

– Investments are made across different market capitalization categories.

Asset allocation and Holdings

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

As of December 31, 2021, the total assets under management for SBI Multicap Fund Regular Growth stood at INR one lakh crore, according to AMFI.

Is investing in multicap fund secure?

Multi-cap funds, such as the SBI Multicap Fund Regular Growth, offer a diverse range of investment options to investors in India. These funds aim to strike a balance between risk and returns by investing in companies across different market capitalizations. This makes them suitable for individuals with varying risk appetites and investment horizons. By diversifying their portfolio, multi-cap funds provide investors with exposure to both large-cap and small/mid-cap stocks, thereby potentially maximizing returns while minimizing risks associated with any particular segment of the market.

What is the smallest SIP investment for SBI multicap fund?

The SBI Multicap Fund Regular Growth has shown a return performance of 5.05% since its establishment. This means that if you had invested in this fund from the beginning, your investment would have grown by an average of 5.05%. To start investing in this scheme, you need to make a minimum monthly investment of ?500 through the Systematic Investment Plan (SIP).

In simple terms, the SBI Multicap Fund is a type of mutual fund offered by SBI Mutual Funds. It falls under the category of multicap funds, which means it invests in stocks across different market capitalizations – large-cap, mid-cap, and small-cap companies.

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The main objective of this fund is to provide long-term capital appreciation by diversifying investments across various sectors and company sizes. By investing in multiple types of stocks, it aims to balance risks and potentially generate higher returns for investors.

Investing in the SBI Multicap Fund can be done through SIPs where you contribute a fixed amount every month or as lump-sum investments where you invest a larger sum at once. The minimum SIP investment required for this scheme is ?500 per month.

Overall, the SBI Multicap Fund Regular Growth offers individuals an opportunity to grow their wealth over time by investing in diverse stocks across different market segments while minimizing risk through professional management provided by SBI Mutual Funds.

The stance of SBI Multicap Fund?

As of February 21, 2024, the Net Asset Value (NAV) of SBI Multicap Fund Regular Growth stands at ₹13.54. The total Assets Under Management (AUM) for this fund as of February 22, 2024, is ₹14,671.418 crore. If you are interested in comparing and checking the latest NAVs for all mutual funds in India, Scripbox provides a convenient platform to do so.

SBI Multicap Fund Regular Growth was launched on March 8, 2022. It falls under the category risk classification of Very High Risk due to its investment strategy and portfolio composition.

P.S: For up-to-date information on NAVs and other details regarding SBI Multicap Fund Regular Growth or any other mutual funds in India, consider utilizing platforms like Scripbox that offer comprehensive comparisons and analysis tools tailored specifically for Indian investors.