SBI Multi Asset Allocation Fund

Multi Asset AllocationHybrid Rank 7 of 13

NAV · Direct-Growth

₹75.43-0.16-0.21%

As of 14 Aug 2026 · AMFI

NAV growth+15.1%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Multi Asset Allocation category on 1Y & 3Y but trails on 5Y.

1Y return

+15.1%

+0.5 vs cat

3Y CAGR

+16.5%

+0.1 vs cat

5Y CAGR

+14.4%

-0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

8.3%

3Y std dev

Go deeper on SBI Multi Asset Allocation Fund

Two data-only views, computed from this fund's real NAV history — no projections.

SBI Multi Asset Allocation Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.SBI Multi Asset Allocation Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

SBI Multi Asset Allocation Fund is a Multi Asset Allocation scheme from SBI. Long-run track record: about 14.4% CAGR over 5 years. Worst historical drawdown: -18% in Mar 2020, recovered in 3 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF200K01TZ3

NAV (Direct-Growth)

₹75.4323

Last 1Y

+15.11%

Aug 25Min ₹65.39 · Max ₹75.81 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-17.6%

Peak ₹31.24 on 20 Feb 2020 → trough ₹25.74 on 23 Mar 2020 (1 months down).

Recovered in 3 months· 23 Jun 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.15%	-0.02%	28/ 40
1M	+1.14%	+2.31%	35/ 38
3M	+1.98%	+3.26%	34/ 38
6M	+1.33%	+2.02%	23/ 36
YTD	+3.42%	+4.36%	24/ 36
1Y	+15.11%	+14.62%	15/ 31
2Y	+11.85%	+11.27%	11/ 25
3Y	+16.53%	+16.46%	7/ 13
5Y	+14.36%	+14.90%	5/ 8
7Y	+14.64%	+17.08%	4/ 6
10Y	+12.33%	+13.78%	3/ 6

Available plans & options

PlanOptionFull nameISIN

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