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AllocationMulti Asset Allocation

SBI Multi Asset Allocation Fund Regular Growth

3Y Annualised

13.77%

0.01% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

3.36%

0.01% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

5 years 4 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹7350.73 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹5000

Exit load

0.01%

For exit within 12 Months from the date of allotment: For 10% of investments-Nil, For remaining investment-1.00%. For exit after 12 Months from the date of allotment – Nil.

Risk Profile

High Risk

Fund Managers

DB
Dinesh BalachandranFund Manager Since 31 Oct 2021
RG
Raj gandhiFund Manager Since 27 Feb 2020

About SBI Multi Asset Allocation Fund Regular Growth

SBI Multi Asset Allocation Fund Regular Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 19 years, having been launched on 2005-12-21. SBI Multi Asset Allocation Fund Regular Growth has ₹7350.73 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of SBI Multi Asset Allocation Fund Regular Growth as of Mon Mar 31 2025 is ₹55.2122. The fund has an expense ratio of 1.45%, which is medium comparable to most other Allocation funds.

SBI Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 10.47%. Since launch, it has delivered 9.27% average annual returns.

The SBI Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Financial Services sectors.

Top 5 Holdings of SBI Multi Asset Allocation Fund Regular Growth.

  1. SBI Gold ETF: 10.73%
  2. SBI Silver ETF: 5.48%
  3. Nippon India Silver ETF: 3.46%
  4. Brookfield India Real Estate Trust: 3.12%
  5. Bharti Telecom Limited: 2.76%

AMC Information

NameSBI Funds Management Ltd
Founding Date2005-12-21
Emailpartnerforlife@sbimf.com
Phone022 - 61793000
Websitewww.sbimf.com
Address9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Tax Implications of SBI Multi Asset Allocation Fund Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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