SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl

SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl is a hybrid fund. This fund was started on 9 January, 2013. The fund is managed by Mansi Sajeja, Dinesh Balachandran. This fund gives you the benefit of diversification.

1. SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl has ₹8183 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl has given a CAGR return of 10.75% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.29%, 17.57% and 16.48% respectively.

SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl has allocated its funds majorly in Corporate, Financial Services, Government, Consumer Cyclical, Cash Equivalent, Tech, Real Estate, Energy, Consumer Defensive, Industrial, Basic Materials, Utilities, Health, Communication.

As it is a multi asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl has no lock in period.