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SBI Multicap Fund- Direct Plan- Growth option

SBI Mutual Fund · Equity · mandate: ≥25% each in large-, mid- and small-caps · benchmark: NIFTY 500 Multicap 50:25:25 TRI (TRI proxy)
AUM (all plans)
22,997 cr
TER direct / regular
1.00% / 1.81%
Active return /yr (full)
—
Score
41
Rank (Score, pool)
#35 of 36
Percentile (full, pool)
—
IR vs benchmark
—
CAGR (absolute)
13.7%
Max drawdown
-14.0%
Months of data
53
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

202420252026-3410Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2022202320242025202691144197Fund (NAV=100)Benchmark: NIFTY 500 Multicap 50:25:25 TRICategory median (Multi)

Drawdown

20222023202420252026-14-70Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22———————0
FY23—-3.6%—50——-1.2%12
FY24—-9.0%—50——36.8%12
FY25—7.9%—50——16.4%12
FY26-2.2%-4.2%-0.48145.4%-2.5%-4.7%12
FY27*0.1%-4.1%-0.02142.3%17.6%17.7%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2024-1.8-1.0+1.2+1.9+1.8+2.1+0.7+1.2+6.2
2025+1.7+1.3-0.4+0.8-3.4-0.3+3.0+0.1-1.0-1.2-0.8-1.1-1.3
2026+0.5-0.4+1.2-1.0-0.3+0.4+0.0+0.8+1.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-0.7-1.9-5.5+10.4+3.6-1.3+3.1-0.7-1.7+4.7
2023-1.6-3.5-0.6+5.0+4.2+3.6+3.6+1.9+1.3-2.2+6.7+3.6+23.6
2024+2.5+0.3+1.5+6.0-0.1+7.3+5.4+1.8+3.6-4.5+0.4+0.4+27.0
2025-3.4-7.6+7.2+3.8+1.6+3.9+0.0-2.1+0.2+3.1-0.7-1.4+3.8
2026-3.3+0.2-9.4+11.0+0.3+2.1+2.0+1.5+3.4

Quarterly average AUM & estimated net flows

202220232024202520269,47316,59923,726AUM (quarter avg), ₹cr
-2,7547,384
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
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