SBI Dynamic Term Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Dynamic Term Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹3,539 Cr
N/A
1.37
For exit within 1 month from the date of allotment For 10% of investment : NilFor remaining investment: 0.25%For exit after one month from the date of allotment - Nil.
NIFTY Composite Debt Index
SBI Dynamic Term Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.13 | -1.49 | 297.20 |
| 6M | 3.02 | 2.62 | 315.19 |
| 1Y | 4.48 | 3.21 | 338.86 |
| 3Y | 6.57 | 12.20 | 39.48 |
Portfolio Analysis
- Equity:
- Debt: 99.64%
- Others
About Fund SBI Dynamic Term Fund Growth
SBI Dynamic Term Fund Growth managed by SBI Mutual Fund,is a Dynamic Bondscheme with Assets Under Management of ₹3,539 Crore. The fund benchmarks its performance against the NIFTY Composite Debt Index while maintaining an expense ratio of 1.37. Under the expert guidance of Sudhir Agrawal ,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
Sudhir Agrawal
Mr. Sudhir is a M.Com, PGDBA (Finance) and a CFA. Prior to joining UTI (July '09), he has worked with TATA Asset Management Ltd. (Nov '07-June '09), Tramp Value Pvt. Ltd. (Jan '06-Oct '07) and CARE Ratings (May '05-Dec '05) across various profiles like fund management, research and financial modelling.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Dynamic Term Fund Growth | 3 | 398 CR | 1.69 |
| Tata Dynamic Bond Fund - Growth | 0 | 143 CR | 0.72 |
| SBI Dynamic Term Fund Growth | 4 | 3,538 CR | 1.37 |
| ICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 0 | 5,997 CR | 1.32 |
| Franklin India Dynamic Accrual Fund Growth | 0 | 99 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Dynamic Term Fund Growth | 4.0946 | 20.1576 |
| This FundTata Dynamic Bond Fund - Growth | 5.3391 | 20.9917 |
| This FundSBI Dynamic Term Fund Growth | 4.4763 | 21.0205 |
| This FundICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 12.0951 | 27.1185 |
| This FundFranklin India Dynamic Accrual Fund Growth | 31.9013 | 39.4819 |
SBI Dynamic Term Fund Growth FAQs
- 1 Month : 0.13%
- 6 Months : 3.02%
- 1 Year : 4.48%
- 3 Years : 6.57%
