SBI Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 21.89% | 8.09% |
| 2 Year Return | 50.65% | 20.93% |
| 3 Year Return | 84.36% | 38.04% |
| 4 Year Return | 126.47% | 51.17% |
| 5 Year Return | 151.47% | 67.77% |
| 6 Year Return | 159.26% | 99.56% |
| 7 Year Return | 177.94% | 94.51% |
| Expense Ratio | 0.47% | - |
AMC: SBI
Category: Hybrid • Multi Asset Allocation
Launch Date: 24 Jun 2013
Fund Manager: Mr. Dinesh Balachandran
Minimum Purchase: ₹5,000
Exit Load: For exit within 1 year from the date of allotment For 10% of investment - Nil For remaining investment: 1.00% For exit after one year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
SBI Multi Asset Allocation Fund - Direct Plan is managed by SBI and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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