SBI Multi Asset Allocation Fund Dividend Quarterly is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 21 Dec 2005. Dinesh Ahuja, Ruchit Mehta is the Current Fund Manager of SBI Multi Asset Allocation Fund Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹257 Cr and the Latest NAV as of 19 Aug 2019 is ₹12.6.
The SBI Multi Asset Allocation Fund Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Investment Objective
To provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months
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