Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.88 % | 3★ | ₹600 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.88 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹600 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.0% | 10.9% | 9.4% | 10.6% | ||||
| Category Average | 3.9% | 14.6% | 11.9% | - |
Scheme Allocation
Holding
Sector
Asset
GAIL (India)
Equitas Holdings
Harsha Engg Intl
ICICI Bank
Aster DM Health.
Others
Fund House Details
SBI Multi Asset Allocation Fund
Fund Manager
Dinesh Balachandran
Exit Load
| Exit Load | For exit within 12 months from the date of allotment For 10% of investment - Nil - For remaining investment - 1.00% For exit after 12 months from the date of allotment - Nil. |
|---|
Advance Ratio
| 0.01 | 0.45 | 0.3 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
You can invest in SBI Multi Asset Allocation Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Multi Asset Allocation Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI Multi Asset Allocation Fund has delivered 10.6% since inception
The NAV of SBI Multi Asset Allocation Fund is ₹42.0 as of 30 January 2023.
The expense ratio of SBI Multi Asset Allocation Fund is 0.88 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
