Unexpected long-term returns – SBI Multi-Cap Fund


The main objective of the SBI multi-cap fund direct growth is to provide its investors with long term capital growth opportunities, active investment management in a diversified equity portfolio spanning the entire spectrum of market capitalization.

It is an open-ended growth scheme, designed to provide an opportunity for the fund’s investors to pursue the long-term growth of their investments while maintaining adequate liquidity. Equity mutual funds are designated as such, as they focus primarily on investments in equity or equity-related investment options.

This fund is ideal for investors for long term accumulation of capital. Multi-cap funds invest through market cap and sectors. Companies have the versatility to adjust their portfolio to the market cycle and are not limited to a particular market segment.

SBI multicap fund direct growth provides investors with long-term growth opportunities in the capital as well as open-ended liquidity through active management of investments across the entire market capitalization spectrum and a diversified basket of equity stocks.

A multi-cap scheme would be a good option for investors not focused explicitly on a single portfolio. An essential advantage of investing in the SBI multi-cap fund direct growth scheme is that the fund mostly keeps in mind the growth stories that play across companies of all sectors and all sizes. In this way, you can increase their chances of acquiring the best companies of all sizes by investing in multi-cap schemes. SBI Magnum Multicap Fund has retained its name in the multi-cap scheme by continuously producing during most of the market cycles.

The fund invests 50% -90% in large-cap, 10% -40% in mid-cap and 0% -10% in small-cap. Multi-cap funds invest in market cap and sector. They have the versatility to adapt our portfolio to the market cycle and are not limited to any specific market segment. Different market segments perform at different stages. Multi-cap funds can go anywhere and generate a long-term appreciation of capital.

SBI multi-cap fund direct growth is one of the best performers in equity funds. This scheme was first introduced by the most proficient team of fund managers of SBI mutual funds, The IRR of monthly SIPs in the SBI multi-cap fund direct growth in the last five years was 23% approximately, and this was the highest in equity funds category. SBI multi-cap fund direct growth fund has been ranked in top quartile three times in the last five years.

The critical feature of SBI multi-cap fund direct growth

  • It is a multi-cap fund; if you are a moderate risk appetite, then it would be best suited for you. It has a long investment horizon to make a tremendous profit of 7-10 years.
  • It is equity – multi-cap.
  • It is an open-ended scheme fund.

Note: If you redeem your units within six months from the date of allotment of units, then, in this case, there will be a 1% exit load, 0.5% exit fee Between 6 months and one year.

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