Home› Funds› SBI Multi Asset Allocation Fund - Regular Plan - A

SBI Multi Asset Allocation Fund - Regular Plan - Annual Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Multi Asset
Moderate
₹37.42
Current NAV
25 Jun 2026
10.2%
1Y Return
11.2%
3Y CAGR
11.2%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.72
Sharpe Ratio
0.62
Beta
-0.78
Alpha
0.95
Sortino
Fund Details
Fund House SBI
Category Multi Asset
AUM ₹5270 Cr
Expense Ratio 1.42%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Multi Asset
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth
Edelweiss
₹12.52 31.9%
Bandhan Multi Asset Allocation Fund - Regular Plan - IDCW
Bandhan
₹13.15 31.8%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Nippon India
₹24.41 31.7%
Bandhan Multi Asset Allocation Fund - Direct Plan - IDCW
Bandhan
₹13.65 31.6%