The SBI Multicap Fund is an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks. Built for long-term capital growth, the fund holds a diversified portfolio and adheres to the multi-cap mandate set by SEBI.
Multi-cap schemes, unlike single-category funds, provide stability in the large-caps, growth in the mid-caps, and extra return prospects in the small-caps.
Multi Cap Mutual Funds are diversified equity funds that give at least 25% each to large-cap, mid-cap, and small-cap stocks, as per the regulations of SEBI. With their separate structure, they are less risky than small-cap or mid-cap funds but have higher return potential than pure large-cap funds. In other words, multi-cap funds offer you the advantages of the three worlds – stability, growth, and high returns.
| Parameter | Details |
|---|---|
| Type of Scheme | Open-ended equity scheme investing across market caps |
| Category | Multicap Fund |
| Investment Objective | Long-term capital growth via diversified equity allocation |
| Benchmark | NIFTY 500 Multicap 50:25:25 TRI |
| Plans Available | Regular & Direct Plan |
| Fund Managers | Rama Iyer Srinivasan, Mohit Jain |
| Risk Level | Very High Risk |
| Liquidity | Redemption on all business days |
| Exit Load | 1% if exited within 1 year (beyond 10% free limit) |
The objective of the SBI Multicap Fund 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.”
The fund follows the NIFTY 500 Multicap 50:25:25 TRI index.
This structure precisely mirrors the mandated multi-cap allocation, making it a suitable comparison standard.
For updated detailed Performance data and key informations as on April 21, 2026
Visit SBI Multi Cap Fund Performance Page
Mandatory allocation across large, mid, and small caps ensures diversification and participation across market cycles.
Managed by seasoned experts including Rama Iyer Srinivasan with 29+ years’ experience.
Focus on high-quality companies based on fundamentals rather than market trends.
Multi-cap structure allows mid and small caps to boost long-term returns.
Designed for wealth creation over a longer investment horizon.
The fund invests across diversified sectors (based on sample holdings data):
| This fund is suitable for investors who: |
|---|
| Investor looking for Long term Wealth creation (>5 years),wanting to have an unbiased flavor of market caps |
| Investors having multiple investments across market capitalisation, looking for consolidation through a single solution |
| Long term investors aiming to build wealth to meet their long term financial goals with a potential better risk return trade off. |
| One stop solution that offers diversification across market cap unlike holding on to individual stocks |
Expense Ratio: Check latest factsheet.
Exit Load: 1% if units are redeemed within 1 year (beyond 10% free limit)
Taxation:
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| Pain Point | How SBI Multicap Fund Addresses It |
|---|---|
| Lack of diversification | Mandatory allocation across large, mid, small caps ensures balance |
| Volatility concerns | Large-cap exposure offers relative stability |
| Missing high-growth opportunities | Mid & small-cap exposure captures growth potential |
| Lack of stock research expertise | Professional bottom-up research & fund management |
| Liquidity concerns | Redemption available on all business days |
| Tax confusion | Clear SEBI & Income Tax guidelines included in scheme document |
Ans: Yes, the fund is classified as Very High Risk under the riskometer.
Ans: No. Mutual fund returns are market-linked.
Ans: Yes — Direct Plan is available; however, it has no distributor commissions.
Ans: 1% if redeemed within 12 months (beyond 10% free units).
Ans: Daily — on AMC & AMFI websites.
The SBI Multicap Fund is a well-structured multi-cap equity fund suitable for long-term investors seeking diversified equity exposure. It offers a balanced mix of large-cap stability and mid-small cap growth potential.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: November 27, 2025
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