Should I invest in SBI Magnum Multicap Fund?

We don't give personal investment advice. SBI Magnum Multicap Fund - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 8.93%.

SBI

SBI Magnum Multicap Fund - Growth Option

Latest NAV

₹104.3826

As of

2 Jun 2026

4,949 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.20%	+0.05%	-0.25	65 / 75	Q4
1W	-1.69%	-0.62%	-1.06	52 / 74	Q3
2W	-0.06%	-0.08%	+0.02	36 / 73	Q2
1M	-1.43%	+0.11%	-1.54	57 / 72	Q4
3M	-3.89%	+3.35%	-7.24	65 / 71	Q4
6M	-7.37%	+5.50%	-12.86	63 / 71	Q4
YTD	-7.99%	+2.11%	-10.10	62 / 71	Q4
1Y	-1.13%	+14.43%	-15.56	48 / 65	Q3
2Y	+0.94%	+8.46%	-7.53	49 / 61	Q4
3Y	+9.06%	+11.40%	-2.34	36 / 55	Q3
4Y	+9.99%	+10.74%	-0.76	19 / 35	Q3
5Y	+8.93%	+10.52%	-1.59	22 / 33	Q3
7Y	+10.82%	+11.08%	-0.26	14 / 28	Q2
10Y	+11.65%	+10.41%	+1.23	12 / 28	Q2
Inception	+10.35%	+8.97%	+1.37	36 / 75	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-7.99%	-5.78%	-2.21	20 / 27
2025	+4.83%	+2.13%	+2.69	7 / 27
2024	+14.08%	+17.60%	-3.52	22 / 27
2023	+22.42%	+25.30%	-2.88	19 / 27
2022	+0.68%	+0.84%	-0.15	15 / 32
2021	+30.12%	+25.14%	+4.97	19 / 46
2020	+13.50%	+13.07%	+0.42	17 / 50
2019	+10.74%	+4.14%	+6.60	10 / 61
2018	-5.17%	-7.56%	+2.38	15 / 36
2017	+35.66%	+31.98%	+3.68	15 / 36
2016	+5.07%	+1.09%	+3.98	11 / 38

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.14%

234 windows

min -59.6% · max 87.2%

77% positive

3-Year rolling

+12.14%

210 windows

min -10.9% · max 31.6%

92% positive

5-Year rolling

+12.47%

185 windows

min -4.2% · max 23.1%

95% positive

7-Year rolling

+12.76%

161 windows

min 1.8% · max 20.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.19%

3-year · annualised

Sharpe ratio

0.24

vs risk-free 6.5%

Sortino ratio

0.34

Downside-only deviation

Max drawdown

-16.34%

Sep 2024 → Mar 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5210	3 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7401	2 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.7300	3 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹59.4625	3 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹82.5560	3 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹41.1496	3 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹324.7600	3 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹293.6969	3 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹158.0200	3 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.7334	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹104.3826
1 Jun 2026	₹104.5899
31 May 2026	₹105.3868
27 May 2026	₹106.5765
26 May 2026	₹106.1735
25 May 2026	₹106.2073
22 May 2026	₹105.1396
21 May 2026	₹104.8768
20 May 2026	₹104.7560
19 May 2026	₹104.4472

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of SBI Magnum Multicap Fund - Growth Option is ₹104.3826. It's a Flexi Cap Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Magnum Multicap Fund - Growth Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI Magnum Multicap Fund - Growth Option is managed by SBI. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Magnum Multicap Fund - Growth Option has delivered a absolute return of -1.13% — -15.56 pp behind the Flexi Cap Fund category average of 14.43%. The fund ranks #48 of 65 in its category — the third (Q3) quartile.

Over the trailing 3-year window, SBI Magnum Multicap Fund - Growth Option has delivered a CAGR of 9.06% — -2.34 pp behind the Flexi Cap Fund category average of 11.40%. The fund ranks #36 of 55 in its category — the third (Q3) quartile.

Over the trailing 5-year window, SBI Magnum Multicap Fund - Growth Option has delivered a CAGR of 8.93% — -1.59 pp behind the Flexi Cap Fund category average of 10.52%. The fund ranks #22 of 33 in its category — the third (Q3) quartile.

₹1 lakh invested in SBI Magnum Multicap Fund - Growth Option exactly 10 years ago would be worth approximately ₹300,896 today — a multiplier of 3.01×, based on the 10-year CAGR of 11.65%. The category average over the same window would have grown ₹1 lakh to ₹269,323.

A ₹10,000 monthly SIP in SBI Magnum Multicap Fund - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹711,318 today. That's an XIRR (money-weighted annualised return) of 6.74%.

A ₹10,000 monthly SIP for 10 years in SBI Magnum Multicap Fund - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,091,498 (multiplier 1.74×). XIRR: 10.70%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Magnum Multicap Fund - Growth Option ranks #22 out of 33 funds in the Flexi Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.52%; this fund delivered 8.93%.

The worst peak-to-trough decline SBI Magnum Multicap Fund - Growth Option has experienced over the last 5-year window is 17.13% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Magnum Multicap Fund - Growth Option averaged 12.47% (best 23.09%, worst -4.16%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, SBI Magnum Multicap Fund - Growth Option returned 4.83% — beating the Flexi Cap Fund category average of 2.13% by 2.69 pp. It ranked #7 of 27 in its category that year.

SBI Magnum Multicap Fund - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. SBI Magnum Multicap Fund - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 8.93%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.