SBI Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 27.9 | 14.27 | 13.59 | 10.61 |
Average Rolling Returns(%) | 11.41 | 10.55 | 9.92 | 9.30 |
The Current NAV of SBI Multi Asset Allocation Fund - Regular Plan - Growth is ₹49.97.
It is better to invest in a fund with a longer track record as SBI Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 500 - TRI returns, as Funds portfolio is significantly different.
SBI Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.55%
The process for redemption is
The AUM of SBI Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹3,879 Crores.
The Top three stocks are GAIL India, Wipro and Tata Technologies and account for 6% of its portfolio. Top 5 and 10 stocks of fund account for 10% and 16% of fund’s portfolio respectively.
Top three sectors of SBI Multi Asset Allocation Fund - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Mansi Sajeja and Dinesh Balachandran manage the SBI Multi Asset Allocation Fund - Regular Plan - Growth Fund.
SBI Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 40.46 and PB ratio is 6.59
The asset allocation of SBI Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 41.28%, Debt : 44.57% and Gold : 14.18%
The minimum SIP amount for SBI Multi Asset Allocation Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Multi Asset Allocation Fund - Regular Plan - Growth is Nil for 10% of investment and 1% for remaining Investment on or before 12 months, Nil after 12 months