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SBI Multi Asset Allocation Fund Regular Growth

Balanced Equity | Multi Asset Allocation

Nav : 26.1776 ( -0.21%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

4

Annualized Returns

9.41%

Investment Horizon

>3 Yr

Doubled Money

7yrs 9m

Returns since December 21st, 2005

7.64%

One Time

Monthly

Min Investment ₹500


Balanced Equity | Multi Asset Allocation

Nav : 26.1776 ( -0.21%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Invest with a medium to long term horizon. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

One Time

Monthly

Min Investment ₹500


Rank (of 245)

4

Annualized Returns

9.41%

Investment Horizon

>3 Yr

Doubled Money

7yrs 9m

Returns since December 21st, 2005

7.64%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

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

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.

Basic Details
Fund House
State Bank of India
Launch Date
December 21st, 2005
Expense Ratio
2.82%
Fund Category Risk
Moderate
Std Dev (1Yr)
3.336
Std Dev (3Yr)
3.042
Std Dev (5Yr)
3.009
Asset Size
320Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.64 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
7.98 %
Modified Duration
1.47
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website