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SBI Multi Asset Allocation Fund (G) Monthly Income Plans - Long Term
INVEST

Plan: OPEN | Option: Growth | Dinesh Balachandran

06 Aug 26 | 12:00 AM

67.25 0.16 (0.24%)

  • Outperforms

    13.98%

    Return (1Y)

    beaten Monthly Income Plans - Long Term by 2.44%

  • More Volatile

    0.57%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Long Term by 0.17%

  • Consistent

    8/12

    Months

    Has beaten Monthly Income Plans - Long Term

  • Value research rating

    Not Rated

Scheme Trivia

  • SBI Multi Asset Allocation Fund (G) fund has topped the 5Y performance in the Monthly Income Plans - Long Term category

  • SBI Multi Asset Allocation Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Long Term category

  • SBI Multi Asset Allocation Fund (G) fund has topped the 5Y SIP performance in the Monthly Income Plans - Long Term category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Multi Asset Allocation Fund (G), has beaten its benchmark, Monthly Income Plans - Long Term by 2.44% (CAGR difference)

13.98%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

08 Aug 2025

Risk

In last 1 year , the volatility of SBI Multi Asset Allocation Fund (G),is Higher than its benchmark, Monthly Income Plans - Long Term by 0.17%

0.57%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It has beaten its benchmark, Monthly Income Plans - Long Term

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 37 Stocks beating the benchmark 29 Stocks not beating the benchmark

View Stock Composition