SBI Multicap Fund

Direct · Growth

AI Summary

Performance

SBI Multicap Fund has delivered strong alpha versus the NIFTY 50 across all periods, with a 3Y lump-sum CAGR of 15.22% against the benchmark's 7.75% and alpha of 7.69%. On the primary SIP metric, its 1Y XIRR of 16.25% beats the category average of 15.06%, though the 3Y XIRR of 14.63% trails the category's 16.01%. Calendar year returns show meaningful dispersion, from 26.62% in 2024 to 2.88% in 2025, indicating performance is market-cycle dependent.

Risk

The fund exhibits defensive characteristics with a 3Y beta of 0.83, downside capture of 74.59%, and upside capture of 85.85%, meaning it loses less in declines while participating reasonably in rallies. Risk-adjusted returns are solid, with Calmar ratios of 1.11 (1Y) and 1.17 (3Y) and positive alpha across every measured window from 1Y to 15Y. However, the fund has experienced 4 drawdown events exceeding 10%, and the current maximum drawdown of -0.15% has persisted for 251 days without full recovery, suggesting a prolonged flat phase.

Portfolio

The portfolio is well diversified across 61 stocks, with the top holding ICICI Bank at just 4.64% of NAV and no single stock exceeding 5%. Banks is the largest sector at 15.0%, followed by Consumer Durables (9.3%) and Power (7.5%), with meaningful exposure to Adani group companies (Adani Power 4.29% and Adani Enterprises 3.67%, together 7.96%). The spread across financials, power, healthcare, textiles, and consumer names reflects genuine multi-cap diversification.

Category Positioning

The fund outperforms its category on the 1Y SIP XIRR (16.25% vs 15.06%) but underperforms on the 3Y XIRR (14.63% vs 16.01%), and no category averages are provided beyond 3Y for like-for-like comparison. Long-term lump-sum consistency is a clear strength, with the fund beating NIFTY 50 CAGR in every window from 3Y (15.22% vs 7.75%) through 15Y (3.89% vs 2.38%). This persistent alpha suggests disciplined stock selection rather than a single-period fluke.

Investor Suitability

This fund suits investors seeking diversified, benchmark-beating equity exposure with lower volatility than the broad market, given its sub-0.9 beta and strong downside capture. A horizon of at least 5-7 years is appropriate, as recent calendar years (2025: 2.88%, 2026 YTD: 2.46%) show returns can be muted over shorter stretches. Investors should be comfortable with moderate drawdown risk, including the 4 historical drawdown events exceeding 10%.

  • Consistent positive alpha versus NIFTY 50 across all periods from 1Y to 15Y, including 7.69% alpha over 3Y
  • Defensive risk profile with 3Y downside capture of 74.59% and beta of 0.83, cushioning market declines
  • Well-diversified 61-stock portfolio with no single holding above 4.64% of NAV

  • 3Y SIP XIRR of 14.63% trails the category average of 16.01%, indicating recent underperformance versus multi-cap peers
  • Current maximum drawdown has lasted 251 days without recovery, and weak 2025-2026 calendar returns (2.88% and 2.46%) signal a prolonged flat phase

Generated on 11-09-2026, 3:12 AM. Verify before investing.

₹18.08
18 Aug 2026
NAV
17.7%
3Y CAGR
17.4%
Weighted CAGR
?
5.32
Sharpe
-15.1%
Max Drawdown
?
0.86%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.66 L 16.3% -22.3% 54.9%
3 Years ₹36.00 L ₹45.16 L 14.6% 2.5% 22.7%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY 50 Category avg Fund edge
1 Year 16.3% 14.4% 15.1% +1.8%
3 Years 14.6% 11.1% 16.0% +3.5%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 16.8% 13.3% -4.7% 44.3% 0.76 3.62 92%
3 Years 17.7% 17.4% 14.0% 23.7% 5.32 100%

-15.1%
Max Drawdown
8 mo
Drawdown Duration
Not recovered
Recovery Time
-3.5%
Avg Drawdown

Calmar Ratio by Duration

1.11
1Y
1.17
3Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +4.34 0.90 88.0% 80.7% 2.4% -2.9%
3 Years +7.69 0.83 85.8% 74.6% 15.2% 7.8%
5 Years +5.01 0.76 78.4% 69.4% 12.1% 7.3%
7 Years +3.02 0.76 78.4% 69.4% 8.5% 5.2%
10 Years +1.60 0.76 78.4% 69.4% 5.9% 3.6%
12 Years +1.05 0.76 78.4% 69.4% 4.9% 3.0%
15 Years +0.52 0.76 78.4% 69.4% 3.9% 2.4%

61
Total Holdings
33.4%
Top 10 Weight
22
Sectors
# Stock % of NAV
1 ICICI Bank Ltd. 4.64%
2 Adani Power Ltd. 4.29%
3 HDFC Bank Ltd. 4.04%
4 Adani Enterprises Ltd. 3.67%
5 Kotak Mahindra Bank Ltd. 3.07%
6 K.P.R. Mill Ltd. 3.04%
7 Divi's Laboratories Ltd. 2.84%
8 Jupiter Life Line Hospitals Ltd. 2.75%
9 Torrent Power Ltd. 2.53%
10 Asian Paints Ltd. 2.50%