FundLens
47
Multi CapHold

SBI MultiCap

SBI · Direct–Growth · rank #18 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
2.9%
-0.2% vs index
3 Years
13.8%
+2.2% vs index
5 Years
Since launch
13.6%

Year-by-year performance

last entry = YTD
2023
+23.6%
2024
+27.0%
2025
+3.8%
2026
+2.5%

Why this score

SBI MultiCap scores 47/100 — #18 of 32 Multi Cap fund (Hold). It stands out for volatility and fund size — beating 95% of peers on volatility. The main drag is its 3y return (better than only 30% of peers).

Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.

Volatility12.89 · 95th percentile in category
3Y return13.78% · 30th percentile in category
Fund size24146.76 Cr · 92nd percentile in category
1Y return2.85% · 11th percentile in category
Alpha1.43 · 32nd percentile in category
Sharpe ratio0.55 · 40th percentile in category

Top holdings

top 5 = 19.7% of portfolio
1.ICICI Bank Ltd4.64%
2.Adani Power Ltd4.29%
3.HDFC Bank Ltd4.04%
4.Adani Enterprises Ltd3.67%
5.Kotak Mahindra Bank Ltd3.07%

64 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Multi Cap funds