SBI Multi Asset Allocation Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Multi Asset Allocation Growth Direct Plan

NAV
₹56.5345
+0.08%
(19 Apr)
AUM
4,468 Cr
TER
0.58%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+50.4%
+41.4%
+35.2%
+33.9%
+29.6%
3Y
+31.1%
+18.8%
+21.3%
+25.4%
+17.0%
5Y
+29.8%
+15.1%
NA
+20.1%
+15.0%
ALL
+16.3%
+10.3%
+21.3%
+17.2%
+12.4%
VOL
10.5%
10.5%
8.1%
12.3%
6.2%
TER
0.8%
1.1%
1.4%
0.6%
0.6%
AUM
₹1,829 Cr
₹1,394 Cr
₹208 Cr
₹36,843 Cr
₹4,468 Cr
INFO
1.55
0.98
2.61
1.39
2.00
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
SBI Gold ETF
14.2%
Treps
5.4%
7.3% Govt Stock 2053
4.8%
Embassy Office Parks Reit
2.5%
7.18% Govt Stock 2033
2.4%
7.18% Govt Stock 2037
2.4%
Bharti Telecom Limited - NCD & Bonds
2.4%
Renserv Global Pvt Ltd. - NCD & Bonds
2.1%
GAIL (India) Ltd
1.9%
Steel Authority Of India Ltd
1.8%
Top industry exposure
Financial Services
9.4%
Technology
5.3%
Basic Materials
4.6%
Consumer Cyclical
4.1%
Industrials
3.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.
Fund manager(s)
Dinesh Balachandran
Mansi Sajeja
Pradeep Kesavan
Vandna Soni

FAQs