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
₹21,044 Cr
N/A
1.42
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 | -3.75 | -1.25 | 15.47 |
| 6M | -2.98 | 1.02 | 2.25 |
| 1Y | 2.10 | 2.58 | 8.59 |
| 3Y | 12.40 | 13.59 | 77.62 |
Portfolio Analysis
- Equity: 44.92%
- Debt: 39.90%
- 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 ₹21,044 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.42. 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 |
|---|---|---|---|
| Tata Multi Asset Allocation Fund Growth | 3 | 4,999 CR | 1.95 |
| Axis Multi Asset Allocation Fund Growth | 1 | 2,616 CR | 2.3 |
| ICICI Prudential Multi Asset Allocation Fund Growth | 5 | 84,108 CR | 1.43 |
| SBI Multi Asset Allocation Fund Growth | 4 | 21,044 CR | 1.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Multi Asset Allocation Fund Growth | -4.0605 | 32.5361 |
| This FundAxis Multi Asset Allocation Fund Growth | -0.4822 | 38.1765 |
| This FundICICI Prudential Multi Asset Allocation Fund Growth | -4.1084 | 39.3101 |
| This FundSBI Multi Asset Allocation Fund Growth | 2.0987 | 41.9909 |
SBI Multi Asset Allocation Fund Growth FAQs
- 1 Month : -3.75%
- 6 Months : -2.98%
- 1 Year : 2.10%
- 3 Years : 12.40%
