Should I invest in SBI Multicap Fund?

We don't give personal investment advice. SBI Multicap Fund- Regular Plan- 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.

SBI

SBI Multicap Fund- Regular Plan- Growth Option

Latest NAV

₹16.5029

As of

3 Jun 2026

1,046 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	+0.32%	+0.31%	+0.02	16 / 24	Q3
1W	-1.28%	-1.36%	+0.08	11 / 24	Q2
2W	+0.27%	+0.44%	-0.17	14 / 24	Q3
1M	-0.90%	+0.01%	-0.91	19 / 24	Q4
3M	+1.95%	+2.68%	-0.72	14 / 24	Q3
6M	-3.98%	-2.02%	-1.96	19 / 24	Q4
YTD	-3.28%	-1.85%	-1.43	16 / 24	Q3
1Y	-0.68%	+2.67%	-3.35	20 / 24	Q4
2Y	+5.74%	+5.23%	+0.50	5 / 18	Q2
3Y	+14.33%	+16.58%	-2.25	10 / 13	Q4
4Y	+13.62%	+16.82%	-3.20	7 / 7	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.09%	+11.40%	+0.69	16 / 24	Q3

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	-3.28%	-1.85%	-1.43	16 / 24
2025	+2.03%	+2.25%	-0.22	12 / 21
2024	+25.59%	+23.67%	+1.93	7 / 16
2023	+22.43%	+32.32%	-9.89	9 / 9
2022	—	—	—	—

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

+16.20%

40 windows

min -4.7% · max 39.2%

93% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+16.41%

16 windows

min 13.9% · max 20.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

12.76%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

0.99

Downside-only deviation

Max drawdown

-15.60%

Jul 2025 → Mar 2026

% positive months

69.4%

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 Multi Cap Fund

Scheme	Fund house	NAV	As of
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN	Bandhan	₹16.8910	3 Jun 2026
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	Aditya Birla Sun Life	₹19.6900	3 Jun 2026
Motilal Oswal Multi Cap Fund Regular Plan Growth	Motilal Oswal	₹12.6810	3 Jun 2026
Mirae Asset Multicap Fund - Regular Plan - Growth	Mirae Asset	₹14.0030	3 Jun 2026
Kotak Multicap Fund-Regular Plan-Growth	Kotak	₹19.3110	3 Jun 2026
Edelweiss Multi Cap Fund - Regular Plan - Growth	Edelweiss	₹14.9606	3 Jun 2026
DSP Multicap Fund - Regular - Growth	DSP	₹11.6890	3 Jun 2026
HSBC Multi Cap Fund - Regular - Growth	HSBC	₹18.8944	3 Jun 2026
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option	Canara Robeco	₹13.9700	3 Jun 2026
UTI Multi Cap Fund - Regular Plan - Growth Option	UTI	₹9.9473	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.5029
2 Jun 2026	₹16.4770
1 Jun 2026	₹16.4237
31 May 2026	₹16.5473
29 May 2026	₹16.5486
27 May 2026	₹16.7348
26 May 2026	₹16.6911
25 May 2026	₹16.6827
22 May 2026	₹16.5381
21 May 2026	₹16.4495

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 03 Jun 2026, the NAV of SBI Multicap Fund- Regular Plan- Growth Option is ₹16.5029. It's a Multi Cap Fund from SBI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Multicap Fund- Regular Plan- Growth Option has NAV history starting from 15 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

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

Over the trailing 1-year window, SBI Multicap Fund- Regular Plan- Growth Option has delivered a absolute return of -0.68% — -3.35 pp behind the Multi Cap Fund category average of 2.67%. The fund ranks #20 of 24 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, SBI Multicap Fund- Regular Plan- Growth Option has delivered a CAGR of 14.33% — -2.25 pp behind the Multi Cap Fund category average of 16.58%. The fund ranks #10 of 13 in its category — the bottom (Q4) quartile.

SBI Multicap Fund- Regular Plan- Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in SBI Multicap Fund- Regular Plan- Growth Option exactly 3 years ago would be worth approximately ₹149,426 today — a multiplier of 1.49×, based on the 3-year CAGR of 14.33%. The category average over the same window would have grown ₹1 lakh to ₹158,426.

A ₹10,000 monthly SIP in SBI Multicap Fund- Regular Plan- Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹399,707 today. That's an XIRR (money-weighted annualised return) of 6.91%.

SBI Multicap Fund- Regular Plan- Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹399,707 — XIRR 6.91%.

On a 3-year basis, SBI Multicap Fund- Regular Plan- Growth Option ranks #10 out of 13 funds in the Multi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 16.58%; this fund delivered 14.33%.

The worst peak-to-trough decline SBI Multicap Fund- Regular Plan- Growth Option has experienced over the last 3-year window is 15.60% — its NAV fell from a high on 23 Jul 2025 to a low on 31 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, SBI Multicap Fund- Regular Plan- Growth Option averaged 16.41% (best 20.82%, worst 13.92%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, SBI Multicap Fund- Regular Plan- Growth Option returned 2.03% — lagging the Multi Cap Fund category average of 2.25% by 0.22 pp. It ranked #12 of 21 in its category that year.

SBI Multicap Fund- Regular Plan- 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 Multicap Fund- Regular Plan- 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.

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