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SBI Multi Asset Allocation Fund Direct growth
Hybrid • Multi Asset • Direct growth
Insufficient fund history to generate its report card
Average credit rating
A
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct growth
Launched On
19 Mar 2013
12.5 years ago
Lock-in Period
No lock-in
NAV
as of 29 Sep 2025
₹67.7
-0.5922% (-0.40)
AUM
₹10,262 Cr
Expense ratio
0.58%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Real Estate
Technology
Basic Materials
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,96,521 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Mansi Sajeja
Experience: 4.32 yrs • Total AUM: 13,15,590 Cr
Dinesh Balachandran
Experience: 9.04 yrs • Total AUM: 9,59,569 Cr
Vandna Soni
Experience: 1.73 yrs • Total AUM: 2,10,658 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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