FAQ : SBI Multi Asset Allocation Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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