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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 within 1 year from the date of allotment - 1%;
For exit after 1 year 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
Investment Objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issued by PSUs and others.
Investment Strategy
The primary strategy of the scheme would be to invest in the stocks of the PSU companies and their subsidiaries.
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
The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Under takings and in debt and money market instruments issued by PSUs and others.
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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