SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH is among the top-rated funds in its category with a BullWiser Honest Score of 7.7/10 — above the Hybrid Scheme - Multi Asset Allocation category median of 5.8/10 across 34 funds. Its 3-year CAGR of 18.5% outperforms the Hybrid Scheme - Multi Asset Allocation category average of 11.5% by +7.0 percentage points. As a Direct plan, SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
✅ High Quality
1Y Return
16.0%
3Y CAGR
18.5%
vs Category Average — Hybrid Scheme - Multi Asset Allocation
3Y CAGR
This fund+7.0% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+2.0 vs category avg
Category: Hybrid Scheme - Multi Asset Allocation · 34 Direct-plan funds compared · 9% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH?
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH has a BullWiser Honest Score of 7.7/10 (HIGH QUALITY).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH?
The Total Expense Ratio (TER) of SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH?
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH has delivered 16.0% 1-year returns and
18.5% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH a good investment?
BullWiser rates SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH as HIGH QUALITY (Honest Score 7.7/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Hybrid Scheme - Multi Asset Allocation category.
How does Direct Plan differ from Regular Plan for SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH?
The Direct plan of SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH has a lower expense ratio than the Regular plan because no distributor commission is paid.
On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth.
BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Hybrid Scheme - Multi Asset Allocation Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.