SBI Dynamic Asset Allocation Fund - Growth

15.9463

( NAV change from the previous, NAV as on 02/07/2021 )

Launch Date

2015-03-26 05:30:00.0

AUM

NA
(as on date NA)

Benchmark

Crisil 1 year CD Index + 50% S&P BSE Sensex

Fund Manager

Mr. Dinesh Balchandran and Mr. Mohit Jain(Foreign Securities)

Risk: Moderately High

SBI Dynamic Asset Allocation Fund Overview

SBI Dynamic Asset Allocation Fund is an open ended hybrid fund. SBI Dynamic Asset Allocation Fund is managed by Mr. Dinesh Balchandran and Mr. Mohit Jain(Foreign Securities). The launch date of SBI Dynamic Asset Allocation Fund is 26th March 2015. The benchmark of SBI Dynamic Asset Allocation Fund is 50% Crisil 1 year CD Index + 50% S&P BSE Sensex. The risk of SBI Dynamic Asset Allocation Fund is moderately high. SBI Dynamic Asset Allocation Fund is a hybrid fund and invests in equity, equity related instruments, and fixed income securities. SBI Dynamic Asset Allocation Fund is for long-term capital appreciation. Though the risk of SBI Dynamic Asset Allocation Fund is moderately high. You also can check the NAV of SBI Dynamic Asset Allocation Fund to know performance of this fund. SBI Dynamic Asset Allocation Fund comes with two investment options SBI Dynamic Asset Allocation Fund Growth and SBI Dynamic Asset Allocation Fund Dividend but if you are looking for long run it is better to go for SBI Dynamic Asset Allocation Fund Growth.

Eligibility Criteria to invest in SBI Dynamic Asset Allocation Fund Growth

  • Individual should be an Indian Citizen
  • Minor through parent/lawful guardian
  • Foreign Institutional Investors
  • Financial Institutions and Investment Institutions
  • Non-resident Indians/Persons of Indian origin residing abroad
  • Association of Persons
  • Partner(s) of Partnership Firms.
  • Societies
  • Karta of Hindu Undivided Family
  • Companies
  • Trusts

Documents Required to invest in SBI Dynamic Asset Allocation Fund

Along with the KYC application of the applicant, following are the essential documents for investing in SBI Dynamic Asset Allocation Fund -

  • PAN Card
  • ID Proof- AADHAR Card, Voter ID Card.
  • Residential Proof
  • Passport size Photographs
  • Duly filled application form
  • KYC Acknowledgement
  • Declaration of 3rd party (for minors)

SBI Dynamic Asset Allocation Fund Advantages

  • SBI Dynamic Asset Allocation Fund is a hybrid fund so the fund is balanced if one part of SBI Dynamic Asset Allocation Fund is not doing well other part will.
  • You can invest in SBI Dynamic Asset Allocation Fund Growth or SBI Dynamic Asset Allocation Fund Dividend as per your investment choice.
  • You can moderate your SBI Dynamic Asset Allocation Fund Performance and the NAV of SBI Dynamic Asset Allocation Fund so you can keep a track of your investment.
  • You can invest through SBI Dynamic Asset Allocation Fund SIP or SBI Dynamic Asset Allocation Fund Lump sum as per your choice. The minimum SBI Dynamic Asset Allocation Fund SIP investment is only Rs. 500
  • The expense ratio of SBI Dynamic Asset Allocation Fund is also low.
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