SBI Dynamic Asset Allocation Active - FOF Review
- Jai prakash
- 1 day ago
- 2 min read
SBI Mutual Fund, one of India’s leading asset management companies, has launched a new scheme – SBI Dynamic Asset Allocation Active Fund of Fund (FoF). This open-ended fund invests in a mix of actively managed equity and debt-oriented mutual fund schemes. The aim is to dynamically balance growth and stability for investors.
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in units of actively managed equity-oriented and debt-oriented mutual fund schemes. However, there is no assurance that the investment objective will be achieved.
NFO Details
NFO Opens: 25th August 2025
NFO Closes: 8th September 2025
Type: Open-ended Fund of Funds (FoF)
Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
New Fund Offer Price: ₹10 per unit
Minimum Investment: ₹5,000 and in multiples of Re. 1 thereafter
Additional Purchase: ₹1,000 and in multiples of Re. 1
Redemption: Minimum ₹500 or 1 unit
Asset Allocation
The scheme will dynamically allocate assets as per market conditions:
Equity & Equity-oriented schemes: 35% – 100%
Debt & Debt-oriented schemes: 0% – 65%
Money market instruments: 0% – 5%
This flexibility allows the fund to increase equity allocation during growth phases and shift to debt during volatile markets.
Fund Managers
Equity Portion – Ms. Nidhi Chawla
Debt Portion – Mr. Ardhendu Bhattacharya
Both managers bring extensive experience in managing SBI Mutual Fund’s equity and fixed income strategies.
Exit Load
Redemption within 12 months:
Nil for up to 25% of the units.
1% of applicable NAV for the remaining units.
Redemption after 12 months: Nil.
Who Should Invest?
This fund is suitable for investors who:
Seek long-term capital growth with moderate risk.
Prefer a balanced approach between equity and debt.
Want to rely on professional management instead of handling asset allocation themselves.
Have an investment horizon of 3 years or more.
Conclusion
The SBI Dynamic Asset Allocation Active FoF offers a simple way to participate in both equity and debt markets with dynamic rebalancing. It can be a suitable choice for investors looking to balance growth and stability without actively managing their portfolios.
As with all investments, investors should assess their risk profile and consult a financial advisor before investing.
⚠️ Disclaimer
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance may or may not be sustained in the future. Back-tested data shown is for illustration only and does not guarantee future results. Please consult your financial advisor before making investment decisions.
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by SBI AMC. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name (Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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