3 Year return
7.4%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹3250.56 Cr.
Expense Ratio
0.62% (inclusive of GST)
Exit Load
For exit within 1 months from the date of allotment for 10% of investment - Nil For remaining investment - 0.25%. For exit after 1 months from the date of allotment - NIL.
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
SBI Mutual Fund Managers
DA
Dinesh Ahuja
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
UTI Dynamic Bond Fund |
8.77% |
4 |
ICICI Prudential All Seasons Bond Fund |
7.28% |
5 |
HDFC Dynamic Debt Fund |
6.45% |
4.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Dynamic Bond Fund
The SBI Dynamic Bond Direct Plan-Growth is one of the notable offerings under the SBI Mutual Fund banner. This dynamic bond mutual fund scheme is tailored for those who seek a blend of stability and potential returns. It efficiently divides its resources across an array of debt securities. This includes instruments from both Central and State Governments, debt derivatives, and even money market instruments, all aligned with predicted interest rate shifts. A key feature that often appeals to investors is the absence of a lock-in period, offering a sense of flexibility.
Investment Objectives of the Scheme
At its core, the SBI Dynamic Bond Fund seeks to offer its investors noteworthy returns. This objective is brought to life by channelling funds into a meticulously curated portfolio, filled with high-quality debt securities spread across diverse maturities. Through this strategy, the fund aims to strike a balance, offering both yield and the reassurance of safety.
Key Features of The Fund
5-year return | 7.41% |
Expense Ratio | 0.62% |
Fund Manager | Dinesh Ahuja |
Fund Size | ₹3250.56 Cr |
Risk Profile | Moderate |
Is This Scheme Right for Me?
If you're an investor with a forward-looking view, yet harbour a natural inclination towards safety, this fund might resonate with you. It's tailor-made for those who wish to step away from the stormy world of equities without compromising on potential growth. The SBI Dynamic Bond Fund can be fit for investors with a medium to long-term appreciation.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of SBI Dynamic Bond Fund?
What is the AUM of SBI Dynamic Bond Fund?
What is the expense ratio of SBI Dynamic Bond Fund?
What are the returns of SBI Dynamic Bond Fund since inception?
What is the minimum SIP amount to invest in SBI Dynamic Bond Fund?
How do I invest in SBI Dynamic Bond Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Dynamic Bond Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Dynamic Bond Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Dynamic Bond Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.