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
₹19,851 Cr
N/A
1.46
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 | -0.61 | -0.03 | 15.47 |
| 6M | 0.01 | 2.54 | 11.45 |
| 1Y | 10.09 | 4.35 | 19.62 |
| 3Y | 15.23 | 13.63 | 87.33 |
Portfolio Analysis
- Equity: 45.17%
- Debt: 51.13%
- 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 ₹19,851 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.46. 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 | 2,384 CR | 2.44 |
| Tata Multi Asset Allocation Fund Growth | 3 | 5,154 CR | 1.92 |
| ICICI Prudential Multi Asset Fund Growth | 5 | 84,990 CR | 1.39 |
| SBI Multi Asset Allocation Fund Growth | 4 | 19,851 CR | 1.46 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Multi Asset Allocation Fund Growth | 9.4489 | 41.8955 |
| This FundTata Multi Asset Allocation Fund Growth | 5.9107 | 42.3882 |
| This FundICICI Prudential Multi Asset Fund Growth | 5.2421 | 52.1525 |
| This FundSBI Multi Asset Allocation Fund Growth | 9.6624 | 52.9177 |
SBI Multi Asset Allocation Fund Growth FAQs
- 1 Month : -0.61%
- 6 Months : 0.01%
- 1 Year : 10.09%
- 3 Years : 15.23%
