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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
SBI Multi Asset Allocation Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.89 |
|
 |
|
Very High
|
Please wait... |
1.01 |
||
|
|
High
|
Please wait... |
0.21 |
||
|
|
Very High
|
Please wait... |
0.85 |
||
|
|
Very High
|
Please wait... |
0.47 |
SBI Multi Asset Allocation Fund - Direct Plan is a multi asset allocation fund. Such funds invest your money in a mix of equity shares, bonds and commodities (usually gold) such that each has at least 10 per cent allocation at all times. XX
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Multi Asset Allocation Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Multi Asset Allocation Fund - Direct Plan is ₹48.9568 as of 29-Sep-2023.
The AUM of SBI Multi Asset Allocation Fund - Direct Plan Fund is ₹1,615 Cr as of 31-Aug-2023
The riskometer level of SBI Multi Asset Allocation Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
10.30
|
|
|
1.94
|
|
|
1.94
|
|
|
1.90
|
|
|
1.84
|
As of 31-Aug-2023, SBI Multi Asset Allocation Fund - Direct Plan had invested 48.88% in Equity, 20.03% in Cash & Cash Eq., 19.34% in Debt, 10% in Commodities and 1.61% in Real Estate See More
SBI Multi Asset Allocation Fund - Direct Plan is 10 years 9 months old. It has delivered 11.52% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
18.53%
|
15.36%
|
12.74%
|
10.79%
|
11.64%
|
11.52%
|
The minimum SIP amount of SBI Multi Asset Allocation Fund - Direct Plan is ₹500.
No, There is no lock in period in SBI Multi Asset Allocation Fund - Direct Plan.
The expense ratio of SBI Multi Asset Allocation Fund - Direct Plan is 0.89%.
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