SBI Mutual Fund Introduces Dynamic Asset Allocation Active Fund of Fund

SBI Mutual Fund, the country’s biggest fund house, has launched the SBI Dynamic Asset Allocation Active Fund of Fund (FoF). The New Fund Offer (NFO) opens on August 25 and closes on September 8, 2025.

Investment Strategy

The fund seeks to build long-term wealth by adjusting its allocation between equity and debt based on market trends. However, the fund house clarified that achieving the investment goal is not guaranteed.

• Equity & equity-oriented schemes: 35%–65%
• Debt & debt-oriented schemes: 0%–65%
• Money market instruments: up to 5%

The fund will mostly invest in SBI MF schemes, but may also include other fund houses.

Minimum Investment

• NFO application: ₹5,000
• Additional investments: from ₹1,000
• SIP options: daily, weekly, monthly, quarterly, semi-annual, and annual

The fund will be managed by Nidhi Chawla (equity) and Ardhendu Bhattacharya (debt).

Fund House View

• Nand Kishore, MD & CEO, SBI Funds Management: The fund gives investors a one-stop solution by balancing equity and debt to manage risks and capture opportunities.
• D P Singh, Deputy MD & Joint CEO: The scheme is designed to adapt to changing market conditions while offering diversification in a single product.

About SBI Mutual Fund

As of July 31, 2025, SBI MF had assets under management of ₹12 lakh crore. It operates as a joint venture between State Bank of India (SBI) and Amundi, Europe’s leading asset manager.

Read More: Brightcom Group Share Price in Focus as Q1 FY26 Results Show Strong Growth, Defence Division Announced.

Conclusion

The SBI Dynamic Asset Allocation Active FoF offers investors a flexible and diversified approach to wealth creation by actively balancing equity and debt. With multiple SIP options and professional management, it provides a convenient single-window solution for long-term investors.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.