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Programmes
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Managing this fund since Aug 2014.
Total experience 26 years .
Richard joined SBIFM in 2010 as Fund Manager for the Retail PMS division. Richard had joined us from ASK Investment Managers where he was the portfolio manager for PMS schemes. Prior to joining ASK, Richard was a sell side analyst with various broking firms such as Antique Shares, Sunidhi Consulting and Alchemy Shares for 11 years. He started his career in 1992 as a research analyst at Ajit Vajani Share Brokers. Richard is a Science graduate from Mumbai University.
For exit on or before 30 days from the date of allotment - 0.50%;
For exit after 30 days from the date of allotment - Nil.
Suitable for
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 ()
5000 & in multiples of 1
Min Additional Lumpsum ()
1000 & in multiples of 1
* The fund will invest in companies engaged in the business of – oil & gas, metals, materials, agriculture, tea & coffee and textiles.
Benchmark
Additional Benchmark
*Source: CRISIL Fund Analyser
*Risk Free rate: FBIL Overnight Mibor rate (9.39% as on ) basis for ratio calculation : 3 Years Monthly Data points
**Expense ratio exclusive of Service Tax on Management Fees
*Tracking Error is computed using Total Returns Index for 1 Year Period ending Oct 10, 2022, based on day-end NAV respectively.
**All expense ratios are inclusive of GST on Management Fees
*Tracking difference is computed based on annualised returns of dividend adjusted NAVs from Crisil Fund Analyser tool
To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses.
Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
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“World Investor Week October 10 - 16, 2022 being Celebrated under aegis of IOSCO and SEBI.” | “विश्व निवेशक सप्ताह 10-16 अक्तूबर, 2022 - आयस्को तथा सेबी की छत्रछाया में मनाया जा रहा है”