SBI Multi Asset Allocation Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Multi Asset Allocation Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹18,947 Cr
N/A
1.32
For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.
BSE 500 Total Return
SBI Multi Asset Allocation Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.40 | 0.96 | 15.47 |
| 6M | 1.86 | 1.84 | 11.45 |
| 1Y | 11.99 | 4.68 | 21.23 |
| 3Y | 16.37 | 15.49 | 94.56 |
Portfolio Analysis
- Equity: 45.70%
- Debt: 50.63%
- Others
About Fund SBI Multi Asset Allocation Fund Growth
SBI Multi Asset Allocation Fund Growth managed by SBI Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹18,947 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.32. Under the expert guidance of Dinesh Balachandran ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Dinesh Balachandran
Mr. Dinesh holds B.tech. (IIT-B) M.S. (MIT,USA), CFA Charter holder. He has over 11 years of experience in the industry primarily as Research Analyst. And is the Head – Research of SBI Funds Management Private Limited.From Aug 2004 – Dec 2011 he was a Research Analyst in Fidelity Investments, USA. After he joined in SBI Funds Management Pvt.Ltd from Mar 2012 – till date.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis Multi Asset Allocation Fund Growth | 1 | 2293.05 CR | 1.9 |
| Tata Multi Asset Allocation Fund Growth | 3 | 5113.79 CR | 1.84 |
| SBI Multi Asset Allocation Fund Growth | 4 | 18946.54 CR | 1.32 |
| ICICI Prudential Multi Asset Fund Growth | 5 | 84165.18 CR | 1.23 |
| Quant Multi Asset Allocation Fund Growth | 4 | 5615.03 CR | 2.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Multi Asset Allocation Fund Growth | 11.8509 | 45.7927 |
| This FundTata Multi Asset Allocation Fund Growth | 8.2302 | 46.4325 |
| This FundSBI Multi Asset Allocation Fund Growth | 11.9881 | 57.5812 |
| This FundICICI Prudential Multi Asset Fund Growth | 6.8532 | 57.7545 |
| This FundQuant Multi Asset Allocation Fund Growth | 19.7793 | 87.2343 |
SBI Multi Asset Allocation Fund Growth FAQs
- 1 Month : 1.40%
- 6 Months : 1.86%
- 1 Year : 11.99%
- 3 Years : 16.37%
