SBI Dynamic Asset Allocation Active FOF Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Dynamic Asset Allocation Active FOF Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹2,264 Cr
N/A
1.34
For units purchased or switched in from another scheme to the fund are redeemed or switched out on or before 12 months from the date of allotment:Upto 25% of the investments - Nil;For remaining investments - 1% of applicable NAVFor exit after 12 months from the date of allotment: Nil
Nifty50 Hybrid Composite Debt 50:50 Index
SBI Dynamic Asset Allocation Active FOF Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.13 | -1.26 | 1.08 |
| 6M | 5.77 | 3.12 | 13.49 |
| 1Y | 0.51 | 3.79 | 25.12 |
| 3Y | 0.00 | 12.74 | 40.98 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund SBI Dynamic Asset Allocation Active FOF Growth
SBI Dynamic Asset Allocation Active FOF Growth managed by SBI Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,264 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.34. Under the expert guidance of Ardhendu Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ardhendu Bhattacharya
Mr. Ardhendu Bhattacharya is a MBA (Marketing) and Bachelor of Engineering. Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| 360 ONE Balanced Hybrid Fund Growth | 0 | 684 CR | 2.19 |
| Unifi Dynamic Asset Allocation Fund Growth | 0 | 1,426 CR | 1.99 |
| SBI Dynamic Asset Allocation Active FOF Growth | 0 | 2,264 CR | 1.34 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This Fund360 ONE Balanced Hybrid Fund Growth | 2.1564 | 0 |
| This FundUnifi Dynamic Asset Allocation Fund Growth | 7.9763 | 0 |
| This FundSBI Dynamic Asset Allocation Active FOF Growth | 0.507 | 0 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -3.5535 | 34.8948 |
SBI Dynamic Asset Allocation Active FOF Growth FAQs
- 1 Month : -3.13%
- 6 Months : 5.77%
- 1 Year : 0.51%
- 3 Years : 0.00%
