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Invests its corpus in debt instruments maturing in line with the scheme tenure
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Managing this fund since Oct 2020.
Total experience 17 years .
Rajeev joined SBIFM as a fixed income portfolio manager in 2008. He currently heads the Fixed Income desk at the AMC. Prior to joining SBIFM, Rajeev was Co-Fund Manager for Fixed Income with UTI Asset Management for seven years. Rajeev is an Engineering graduate and holds a Masters degree in finance from Mumbai University. He is also a charter holder of the CFA Institute, USA
Total experience 6 years .
Mohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited. He is a graduate in Engineering from Sathyabama University and has completed CFA level III from the CFA Institute, USA.
Exit Load: For exit within 3 days from the date of allotment: 0.10%,
For exit on or after 3 days from the date of allotment: Nil
Pursuant to the circular issued by SEBI on Categorization and Rationalization of the Schemes , there has been change in the fundamental attributes of SBI Multi Asset Allocation Fund (like asset allocation, benchmark and investment objectives) with effect from May 16, 2018, hence the performance of the fund is calculated from May 16, 2018.
* for Regular Growth
Min Lumpsum ()
& in multiples of 1
Min Additional Lumpsum ()
& in multiples of 1
The investment objective of the scheme is to generate regular income through investment in a portfolio comprising substantially of floating rate debt instruments. The scheme may invest a portion of its net assets in fixed rate debt securities swapped for floating rate returns and money market instruments. However, there is no guarantee or assurance that the scheme?s objective will be achieved.The scheme does not guarantee or assure any returns.
The scheme proposes to invest substantially in floating interest rate securities, fixed interest rate securities swapped for floating rate returns. The scheme may also invest a part of the portfolio in fixed rate debt securities and money market instruments. The aim of the investment strategy will be to allocate the assets of the scheme between various fixed interest rate securities and floating interest rate securities and use derivatives like swaps and FRAs effectively with the objective of achieving stable returns in the short as well as long term.
Investment decision will be primarily guided by fundamental research and analysis. The fund manager will manage the portfolio based on the outlook on interest rates and liquidity etc. Such outlook will be developed by in-house assessment of various macro factors like economic growth, inflation, credit pick-up, liquidity and other such factors as considered relevant. The Scheme may also invest in the securities viz. units of REITs and InvITs subject to necessary stipulations by SEBI from time to time.
**Expense ratio exclusive of Service Tax on Management Fees
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