SBI Multicap Fund

The investment objective of the scheme is to provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization.

Why choose SBI Multicap Fund ?

Unconstrained, sector agnostic approach

Active Stock Management with Bottom-up strategy

High Conviction Play through Analyst Portfolio

Style Agnostic with broader opportunity set for stock selection

Strong pedigree of Investment Expertise across market cap

Who Can Invest?

Millennials & First time investors

Investor looking for Long term Wealth creation (>5 years),wanting to have an unbiased flavor of market caps

Consolidation

Investors having multiple investments across market capitalisation, looking for consolidation through a single solution

Long Term Investors

Long term investors aiming to build wealth to meet their long term financial goals with a potential better risk return trade off.

Direct equity investors

One stop solution that offers diversification across market cap unlike holding on to individual stocks

Fund Facts

Type of Scheme

An open-ended equity scheme investing across large cap, mid cap, small cap stocks

Fund Manager

Mr. R. Srinivasan & Mr. Mohit Jain (Dedicated fund manager for overseas securities)

Benchmark Index

NIFTY 500 Multicap 50:25:25 TRI Index

Minimum Application

Rs. 5000/- and in multiples of Re. 1 thereafter.

Minimum Monthly SIP*

Rs. 500 & in multiples of Re.1

Exit Load

NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out up to 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment

1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment

NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment