SBI Multi Asset Allocation Fund - Direct Plan - IDCW - Annual

Scheme Objective

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

Scheme Details

• Fund manager(s) – Dinesh Balachandran , Mansi Sajeja , Vandna Soni , Pradeep Kesavan
• Launch date – 21-Jun-2013
• Expense ratio – 0.62% as declared on 31-Oct-2025 (category average is 0.53%)
• Benchmark - 45% BSE 500 TRI + 40% Crisil Composite Bond Fund Index + 10% Domestic Prices of Gold + 5% Domestic Prices of Silver.

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Multi Asset Allocation Fund - Direct Plan - IDCW - Annual charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details