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HybridMulti Asset AllocationDirect · Growth

SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH

SBI · Scheme 119843

74.91 0.15%NAV · 2026-08-05
69
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
16.3%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.07%
3 Months+1.83%
6 Months+1.19%
1 Year+14.04%
3 Years (CAGR)+16.33%
5 Years (CAGR)+14.14%
10 Years (CAGR)+12.32%
Since Launch+12.48%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns62
Consistency66
Risk-adjusted58
Downside protection87
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +16.3%
  • 5Y CAGR: +14.1%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 3.6%
  • Volatility: 7% annualised

What to watch

  • Beat category: beat category in 12% of windows

Risk metrics

Sharpe ratio
0.91
Sortino ratio
1.00
Volatility
6.59%
Max drawdown
-17.59%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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