OmniAssetMutual funds › SBI MultiCap Fund

SBI MultiCap Fund

Multi Cap fund benchmarked to NIFTY 500 Multicap 50:25:25 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202617.3058
CategoryMulti Cap
PlanRegular · Growth
Launched14 Feb 2022
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1NIFTY 500 Multicap 50:25:25 TRI
Expense ratiodirect plan, a year1.86%
AUM₹20,932 Cr
Growth of ₹10,000₹17,00015 Mar 2022 to 2 Sep 2026
₹17,184₹15,124₹13,064₹11,004₹8,944Mar 2022Apr 2023Jun 2024Jul 2025Sep 2026
₹17,000 (+12.6% a year) SBI MultiCap Fund
Growth of ₹10,000 — every plotted observation
PointSBI MultiCap Fund
15 Mar 2022₹10,000
21 Mar 2022₹10,052
28 Mar 2022₹10,040
4 Apr 2022₹10,250
11 Apr 2022₹10,207
18 Apr 2022₹10,105
25 Apr 2022₹9,999
2 May 2022₹9,991
9 May 2022₹9,624
16 May 2022₹9,502
23 May 2022₹9,632
30 May 2022₹9,804
6 Jun 2022₹9,660
13 Jun 2022₹9,308
20 Jun 2022₹8,944
27 Jun 2022₹9,299
4 Jul 2022₹9,395
11 Jul 2022₹9,684
18 Jul 2022₹9,717
25 Jul 2022₹9,994
1 Aug 2022₹10,390
8 Aug 2022₹10,440
16 Aug 2022₹10,533
22 Aug 2022₹10,301
29 Aug 2022₹10,416
5 Sep 2022₹10,699
12 Sep 2022₹10,884
19 Sep 2022₹10,700
26 Sep 2022₹10,364
3 Oct 2022₹10,352
10 Oct 2022₹10,605
17 Oct 2022₹10,544
25 Oct 2022₹10,740
31 Oct 2022₹10,768
7 Nov 2022₹10,767
14 Nov 2022₹10,550
21 Nov 2022₹10,449
28 Nov 2022₹10,653
5 Dec 2022₹10,700
12 Dec 2022₹10,663
19 Dec 2022₹10,621
26 Dec 2022₹10,319
2 Jan 2023₹10,526
9 Jan 2023₹10,420
16 Jan 2023₹10,385
23 Jan 2023₹10,373
30 Jan 2023₹10,210
6 Feb 2023₹10,186
13 Feb 2023₹10,186
20 Feb 2023₹10,184
27 Feb 2023₹9,969
6 Mar 2023₹10,120
13 Mar 2023₹9,886
20 Mar 2023₹9,794
27 Mar 2023₹9,710
3 Apr 2023₹9,921
10 Apr 2023₹9,928
17 Apr 2023₹10,186
24 Apr 2023₹10,203
2 May 2023₹10,417
8 May 2023₹10,535
15 May 2023₹10,602
22 May 2023₹10,585
29 May 2023₹10,744
5 Jun 2023₹10,874
12 Jun 2023₹10,939
19 Jun 2023₹11,065
26 Jun 2023₹11,026
3 Jul 2023₹11,209
10 Jul 2023₹11,213
17 Jul 2023₹11,392
24 Jul 2023₹11,421
31 Jul 2023₹11,563
7 Aug 2023₹11,495
14 Aug 2023₹11,494
21 Aug 2023₹11,502
28 Aug 2023₹11,651
4 Sep 2023₹11,894
11 Sep 2023₹12,123
18 Sep 2023₹11,984
25 Sep 2023₹11,887
3 Oct 2023₹11,940
9 Oct 2023₹11,790
16 Oct 2023₹12,032
23 Oct 2023₹11,696
30 Oct 2023₹11,674
6 Nov 2023₹11,810
13 Nov 2023₹11,862
20 Nov 2023₹12,026
28 Nov 2023₹12,210
4 Dec 2023₹12,618
11 Dec 2023₹12,643
18 Dec 2023₹12,816
26 Dec 2023₹12,686
1 Jan 2024₹12,887
8 Jan 2024₹12,919
15 Jan 2024₹13,078
23 Jan 2024₹12,818
29 Jan 2024₹12,979
5 Feb 2024₹13,126
12 Feb 2024₹13,022
19 Feb 2024₹13,318
26 Feb 2024₹13,391
4 Mar 2024₹13,354
11 Mar 2024₹13,291
18 Mar 2024₹12,978
26 Mar 2024₹13,271
1 Apr 2024₹13,570
8 Apr 2024₹13,741
15 Apr 2024₹13,682
22 Apr 2024₹13,771
29 Apr 2024₹14,151
6 May 2024₹14,052
13 May 2024₹13,832
21 May 2024₹14,253
27 May 2024₹14,221
3 Jun 2024₹14,477
10 Jun 2024₹14,859
18 Jun 2024₹15,103
24 Jun 2024₹15,138
1 Jul 2024₹15,311
8 Jul 2024₹15,495
15 Jul 2024₹15,642
22 Jul 2024₹15,510
29 Jul 2024₹15,810
5 Aug 2024₹15,390
12 Aug 2024₹15,740
19 Aug 2024₹15,794
26 Aug 2024₹16,165
2 Sep 2024₹16,202
9 Sep 2024₹16,152
16 Sep 2024₹16,645
23 Sep 2024₹16,945
30 Sep 2024₹16,841
7 Oct 2024₹16,209
14 Oct 2024₹16,772
21 Oct 2024₹16,451
28 Oct 2024₹15,848
4 Nov 2024₹15,981
11 Nov 2024₹15,876
18 Nov 2024₹15,570
25 Nov 2024₹15,999
2 Dec 2024₹16,210
9 Dec 2024₹16,545
16 Dec 2024₹16,571
23 Dec 2024₹16,138
30 Dec 2024₹16,097
6 Jan 2025₹16,128
13 Jan 2025₹15,309
20 Jan 2025₹15,864
27 Jan 2025₹15,205
3 Feb 2025₹15,759
10 Feb 2025₹15,538
17 Feb 2025₹14,968
24 Feb 2025₹14,737
3 Mar 2025₹14,493
10 Mar 2025₹14,784
17 Mar 2025₹14,813
24 Mar 2025₹15,653
31 Mar 2025₹15,461
7 Apr 2025₹14,927
15 Apr 2025₹15,739
21 Apr 2025₹16,211
28 Apr 2025₹16,108
5 May 2025₹16,039
12 May 2025₹16,272
19 May 2025₹16,356
26 May 2025₹16,337
2 Jun 2025₹16,297
9 Jun 2025₹16,654
16 Jun 2025₹16,604
23 Jun 2025₹16,523
30 Jun 2025₹16,901
7 Jul 2025₹16,925
14 Jul 2025₹16,958
21 Jul 2025₹17,154
28 Jul 2025₹16,895
4 Aug 2025₹16,818
11 Aug 2025₹16,577
18 Aug 2025₹16,792
25 Aug 2025₹16,837
1 Sep 2025₹16,675
8 Sep 2025₹16,728
15 Sep 2025₹16,799
22 Sep 2025₹17,046
30 Sep 2025₹16,544
6 Oct 2025₹16,844
13 Oct 2025₹16,830
20 Oct 2025₹17,115
27 Oct 2025₹17,133
3 Nov 2025₹17,105
10 Nov 2025₹16,825
17 Nov 2025₹17,095
24 Nov 2025₹16,806
1 Dec 2025₹16,881
8 Dec 2025₹16,528
15 Dec 2025₹16,715
22 Dec 2025₹16,667
29 Dec 2025₹16,561
5 Jan 2026₹16,819
12 Jan 2026₹16,328
19 Jan 2026₹16,259
27 Jan 2026₹15,939
2 Feb 2026₹15,900
9 Feb 2026₹16,539
16 Feb 2026₹16,302
23 Feb 2026₹16,367
2 Mar 2026₹15,876
9 Mar 2026₹15,363
16 Mar 2026₹15,168
23 Mar 2026₹14,645
30 Mar 2026₹14,615
6 Apr 2026₹15,085
13 Apr 2026₹15,752
20 Apr 2026₹16,271
27 Apr 2026₹16,374
4 May 2026₹16,333
11 May 2026₹16,261
18 May 2026₹16,111
25 May 2026₹16,388
1 Jun 2026₹16,133
8 Jun 2026₹15,986
15 Jun 2026₹16,315
22 Jun 2026₹16,774
29 Jun 2026₹16,542
6 Jul 2026₹16,824
13 Jul 2026₹16,716
20 Jul 2026₹16,822
27 Jul 2026₹16,696
3 Aug 2026₹17,145
10 Aug 2026₹17,119
17 Aug 2026₹17,082
24 Aug 2026₹17,142
31 Aug 2026₹17,184
2 Sep 2026₹17,000

Performance (trailing, annualised)

1Y annualised2.02%
3Y annualised12.87%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,1726.48%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,04,3837.69%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202322.48%
Calendar 202425.98%
Calendar 20252.98%

Rolling returns

Rolling 1Y · average179 windows since 17 Mar 202315.49%
Rolling 1Y · median11.93%
Rolling 1Y · worst window-3.45%
Rolling 1Y · best window42.54%
Rolling 1Y · windows positive89%
Rolling 3Y · average76 windows since 17 Mar 202516.47%
Rolling 3Y · median16.35%
Rolling 3Y · worst window13.29%
Rolling 3Y · best window22.04%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)12.93%
Downside deviation (3Y)9.42%
Maximum drawdown-15.60%

Management

Fund managerMr. Ruchit Mehta
Managing since1 Jun 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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