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

SBI Multi Asset Allocation Fund - Investment Information

  • ₹24.63 (0.0723%)

    Current NAV 19-07-2024

  • 27.32%

    1Y Returns

  • Min. SIP ₹500

    Min. Investment ₹5000

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Investment Objective

The scheme aims to provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.

Basic Details

Key Information About Investing Details.

Investment Details

Check the Fund’s General Information

  • Fund size3133.17 Cr.
  • Min. Investment₹ 5000
  • Min. Sip Inv.₹ 500
  • Min. Addl Inv.₹ 1000
  • Expense Ratio1.58%
  • Turn over55%
  • Exit LoadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months

Fund Managers

Details of Managers and their Experience

Pradeep Kesavan-manager-image
Pradeep Kesavan

Fund Manage : 43

Total AUM. : ₹434,274 Cr.

Dinesh Balachandran-manager-image
Dinesh Balachandran

Fund Manage : 4

Total AUM. : ₹69,808 Cr.

Mansi Sajeja-manager-image
Mansi Sajeja

Fund Manage : 7

Total AUM. : ₹129,794 Cr.

Vandna Soni-manager-image
Vandna Soni

Fund Manage : 2

Total AUM. : ₹6,646 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCSBI Mutual Fund
  • Emailpartnerforlife@sbimf.com
  • Office No 022-61793000
  • Websitehttps://www.sbimf.com
  • Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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