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SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH

SBI · Multi Asset
Moderate
₹66.18
Current NAV
25 Jun 2026
18.8%
1Y Return
13.8%
3Y CAGR
19.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹21,030 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Higher expense ratio (2.28%) which can affect compounding over long horizons.
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
0.98
Sharpe Ratio
1.48
Beta
-1.52
Alpha
1.25
Sortino
Fund Details
Fund House SBI
Category Multi Asset
AUM ₹21030 Cr
Expense Ratio 2.28%
Min SIP ₹500
Min Lumpsum ₹1000
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