SBI Multicap Fund Direct Growth

Scheme code: INF200KA18E2 NAV value: ₹ 15.8913 NAV date: 19 March, 2026 TER: 0.85%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-2.82	44.27	15.84	19.11	15.79
3 year	14.62	23.70	17.96	18.45	18.57

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.11
3 year	6.28	30.95	15.04	18.45
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.11
3 year	6.56	19.64	13.57	18.45
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.11
3 year	7.68	21.49	15.06	18.45
5 year	10.37	13.5	11.93

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	19.11
3 year	10.41	25.89	18.61	18.45
5 year	13.4	16.23	14.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.11
3 year	8.04	32.03	17.81	18.45
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-21.77	19.66	-7.11	19.11
3 year	6.99	32.17	22.65	18.45
5 year	10.9	32.27	21.01
7 year	14.36	24.56	19.2
10 year	16	17.5	16.75

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,91,439 - Absolute Returns: ₹91,439 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,13,871 - Absolute Returns: ₹10,13,871 - CAGR: %

Max Drawdown

-14.74 %

Drawdown Duration

5 months

Recovery Time

4 months

Avg Drawdown

-3.33 %

1 Y

1.2966

3 Y

1.2518

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.17	0.84	81.5	81.3	3.24 %	4.00 %
3 years	6.18	0.79	82.0	71.9	16.48 %	11.28 %
5 years	2.84	0.74	76.0	69.0	9.44 %	6.64 %
7 years	1.49	0.74	76.0	69.0	6.66 %	4.70 %
10 years	0.50	0.74	76.0	69.0	4.61 %	3.27 %
12 years	0.13	0.74	76.0	69.0	3.83 %	2.71 %
15 years	-0.25	0.74	76.0	69.0	3.05 %	2.17 %