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Asset Size:566Cr
Expense Ratio:2.04%
Fund Manager(s):Dinesh Balachandran,Mohit Jain,
5year Returns:7.75%

SBI Dynamic Asset Allocation Regular Growth

SBI Mutual Fund       

Balanced Equity
Dynamic Asset Allocation

Nav : 14.4108 ( -0.06%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

7.75%

Investment Horizon

>3 Yr

Doubled Money

9yrs 4m

Returns since March 26th, 2015

6.63%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

37.3L

Projected Maturity Amount

94.5L

SBI Mutual Fund     

Balanced Equity
Dynamic Asset Allocation

Nav : 14.4108 ( -0.06%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest more in equity when markets are cheap and lower in equity when are the markets are high. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

37.3L

Projected Maturity Amount

94.5L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

7.75%

Investment Horizon

>3 Yr

Doubled Money

9yrs 4m

Returns since March 26th, 2015

6.63%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide investors with an opportunity to invest in a portfolio which is a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long-term capital appreciation.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
March 26th, 2015
Expense Ratio
2.04%
Fund Category Risk
Moderate
Std Dev (1Yr)
16.734
Std Dev (3Yr)
10.207
Std Dev (5Yr)
9.49
Asset Size
566Cr
Investment Details
Investment Plan
Growth
Return since Launch
6.63 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
Contact Details
Phone No.
+91 22 61793000
Website