HybridMulti Asset AllocationGrowth
SBI Multi Asset Allocation Fund Direct Plan Growth

SBI Multi Asset Allocation Fund Direct Plan Growth

4
17.69%Fund
3 years
return
1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹42.38
1D Returns -0.32%
Launched in January 2013 (Age - 10 years)
₹500
Minimum SIP investment
₹5000
Minimum one time investment
Lock-in:
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Select Amount
5000
Select Duration
5 Y
1Y30Y
When you invest 5000 every month for the next 5 years

Your Investment

300000

Gain

61.32%

183974

Maturity Amount
483974

Basic Information

Asset Under Management

609.12 Cr.

Expense Ratio

0.88% (inclusive of GST)

Exit Load

For exit within 12 months from the date of allotment For 10% of investment - Nil - For remaining investment - 1.00% For exit after 12 months from the date of allotment - Nil.

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Risk Involved

Your principal will be at

Very High risk

Ratings

arq rating backgroundarq rating icon
4

Ratings By Other Agencies

Value Research
Value Research
3
Crisil
Crisil
0
Morning Star
Morning Star
0

Fund Manager

DB

Dinesh Balachandran

Fund Manager since Feb 2019

Fund Holdings

Top Holding
Allocation
SBI ETF Gold
12.1 %
GSEC2029
10.84 %
TREPS
9.69 %
GSEC2031
6.72 %
GAIL (India)
4.3 %
Others
56.35 %
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