FundLens
52
MNCHold

SBI MNC

SBI · Direct–Growth · rank #4 of 7 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
16.9%
+13.9% vs index
3 Years
8.3%
-3.2% vs index
5 Years
8.9%
-1.5% vs index
Since launch
14.9%

Year-by-year performance

last entry = YTD
2021
+40.7%
2022
-5.0%
2023
+24.4%
2024
+8.9%
2025
-5.0%
2026
+17.9%

Why this score

SBI MNC scores 52/100 — #4 of 7 MNC fund (Hold). It stands out for fund size and volatility — beating 93% of peers on fund size. The main drag is its sharpe ratio (better than only 21% of peers).

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

Sharpe ratio0.25 · 21st percentile in category
Fund size6481.13 Cr · 93rd percentile in category
Volatility13.53 · 79th percentile in category
5Y return8.86% · 63rd percentile in category
Alpha-4.66 · 21st percentile in category
1Y return16.88% · 79th percentile in category

Top holdings

top 5 = 21.5% of portfolio
1.Cummins India Ltd5.11%
2.Divi's Laboratories Ltd4.97%
3.Vedanta Aluminium Metal Ltd4.2%
4.Sun Pharmaceutical Industries Ltd3.69%
5.Sona BLW Precision Forgings Ltd3.56%

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

Other MNC funds