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SBI Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 25.92 | 15.3 | 14.99 | 11.54 |
Average Rolling Returns(%) | 12.39 | 10.82 | 10.17 | 9.40 |
The Current NAV of SBI Multi Asset Allocation Fund - Growth - Direct Plan is ₹61.54.
It is better to invest in a fund with a longer track record as SBI Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.53%
The process for redemption is
The AUM of SBI Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹5,866 Crores.
The Top three stocks are GAIL India, VRL Logistics and ZF Comm Vehic Contr and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 8% and 15% of fund’s portfolio respectively.
Top three sectors of SBI Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 70% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Mansi Sajeja and Dinesh Balachandran manage the SBI Multi Asset Allocation Fund - Growth - Direct Plan Fund.
SBI Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 43.90 and PB ratio is 7.60
The asset allocation of SBI Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 38.15%, Debt : 42.87% and Gold : 19.02%
The minimum SIP amount for SBI Multi Asset Allocation Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Multi Asset Allocation Fund - Growth - Direct Plan is Nil for 10% of investment and 1% for remaining Investment on or before 12 months, Nil after 12 months