To provide the investors an opportunity to invest in an actively managed portfolio of multiple asset classes.
The SBI Multi Asset Allocation Fund Regular Growth has an AUM of 16149.83 crores & has delivered CAGR of 14.10% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.37%. The minimum investment in SBI Multi Asset Allocation Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include SBI Mutual Fund - SBI Gold Exchange Traded Scheme - Growth Option, SBI SILVER ETF, Brookfield India Real Estate Trust REIT & Bandhan Bank.
The major sectors where the fund is invested are Regional Banks, Real Estate Operations, Oil & Gas Operations & Chemical Manufacturing.
Some of the similar funds are ICICI Prudential Multi-Asset Fund Growth, Nippon India Multi Asset Allocation Fund Regular Growth, SBI Multi Asset Allocation Fund Regular Growth, Kotak Multi Asset Allocation Fund Regular Growth, DSP Multi Asset Allocation Fund Regular Growth. SBI Multi Asset Allocation Fund Regular Growth has a sharpe ratio of 1.17 & a standard deviation of 8.06%.
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