Why should you choose SBI Dynamic Bond Fund?

Mutual Fund

SBI Dynamic Bond Fund is an open-ended debt fund has been launched on   9th February 2004. SBI Dynamic Bond Fund aims to provide investors with a good amount of returns through primarily investing in high-quality debt securities of the varying maturity period. 

SBI Dynamic Bond Fund is managed by Mr. Dinesh Ahuja. It is a fund from debt category so it has a moderate risk factor. SBI Dynamic Bond Fund has a benchmark of NIFTY Composite Debt Index. Investors can earn returns and additionally enjoys SBI Dynamic Bond Fund tax benefit.

Why should you opt for SBI Dynamic Bond Fund?

SBI Dynamic Bond Mutual Fund offers around 8% return over the past 10 years which is quite consistent.

  • SBI Dynamic Bond Fund portfolio comprises of debt securities, State and Central government bonds and money market securities with different maturity periods.
  • SBI Dynamic Bond Fund portfolio concentrates on high-quality money market securities and liquid debt instruments. 
  • SBI Dynamic Bond Fund regular plan growth option helps you to earn a higher amount of return.
  • SBI Dynamic Bond Fund tax benefit offer its customers the opportunity to save tax on the return earned.
  • SBI Dynamic Bond Fund exit load is quite low which is beneficial for the investors.
  • In order to earn monthly income from the return of the fund, you can opt for SBI Dynamic Bond Fund dividend option.
  • SBI Dynamic Bond Fund portfolio focuses on short-run investment goal.
  • SBI Dynamic Bond Fund regular plan growth option offers an active management strategy.

Top 5 Sectors of SBI Dynamic Bond Fund

S.No. Holding Name Net Assets (in %)
1 Miscellaneous 41
2 Miscellaneous 34.71
3 Miscellaneous 17.88
4 Miscellaneous 6.41

(as on 26/03/2019)

Top 10 Holdings of SBI Dynamic Bond Fund

S.No. Holding Name Net Assets (in %)
1 TREPS 47.93
2 7.17% CGL 2028 17.88
3 State Bank of India 9.43
4 Housing Development Finance Corporation Ltd. 8.16
5 REC Ltd. 7.54
6 HDFC Bank Ltd. 7.53
7 IndusInd Bank Ltd. 2.5
8 National Bank for Agriculture and Rural Development 2.41
9 National Bank for Agriculture and Rural Development 2.05
10 Small Industries Development Bank of India 1.5

(as on 26/03/2019)

Details of SBI Dynamic Bond Fund

Launch Date- February 09, 2004

Fund Manager- Mr. Dinesh Ahuja

Risk- Moderate

Benchmark- NIFTY Composite Debt Index

Return Since Launch- 5.59%

AUM- Rs. 979.33 crore (as on 28th Feb, 2019)

The following table depicts SBI Dynamic Bond Fund performance.

  1-Year 3-Year 5-Year 10-Year
Fund 7.02 8.07 8.60 8.00
VR Bond 6.93 6.80 7.73 6.90
Category 6.25 7.30 8.46 7.88
Rank within Category 9 6 9 6
Number of funds in category 26 24 23 13
As on Mar 27, 2019

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