SBI Multicap Fund Regular Plan Growth

Updated: 06-10-2025 07:31:07 AM

Investment Objective

SBI Multicap Fund seeks to provide investors long term capital appreciation from a diversified portfolio of equity and equity related instruments across market capitalization.

Investment Strategies

• SBI Multicap Fund invests in a mix of large, mid and small cap companies identified through a robust research process. According to the SEBI rules, a multicap fund has to invest at least 25% of its assets in each of the large cap, mid cap & small cap companies.
• The fund aims to follow an unconstrained, sector agnostic approach for stock selection.
• It seeks to maintain a high conviction portfolio driven by analyst-backed portfolios.
• The fund actively manages its portfolio and follows a bottom up strategy for stock picking.
• The scheme follows ‘agnostic style approach’, i.e. it retains the flexibility to adopt or change its investment style as per the changing market conditions and the broader opportunity available for stock selection.

Who Should Invest

• First time investors and millennials having a long term investment horizon of 5 years and above and who seeks to invest in a mutual fund scheme without any market cap bias.
• Those having investments in multiple schemes across market caps and are now seeking to consolidate their investments through a single scheme.
• Investors seeking to create wealth for achieving their long term financial goals with a risk-return balance.
• Direct equity investors seeking a one-stop solution that provides diversification across market capitalizations without holding individual stocks.

Frequently Asked Questions

What is the risk level of SBI Multicap Fund?
As per the fund factsheet published by the fund house, SBI Multicap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in SBI Multicap Fund?
SBI Multicap Fund has no lock-in period for its investors. Thus, the investors of SBI Multicap Fund are free to make redemption requests on any day as per their requirements.

What type of mutual fund is the SBI Multicap Fund?
SBI Multicap Fund is an open-ended equity mutual fund scheme belonging to the multi cap fund category.

Is SBI Multicap Fund an open-ended or close-ended scheme?
SBI Multicap Fund is an open ended equity mutual fund scheme.

What is the benchmark index for SBI Multicap Fund?
Nifty 500 Multicap 50:25:25 TRI is the benchmark index of the SBI Multicap Fund. The fund also has BSE SENSEX TRI Return as its additional benchmark index.