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 SBI మ్యూచువల్ ఫండ్ 2022 ద్వారా టాప్ 5 ఉత్తమ బ్యాలెన్స్‌డ్ ఫండ్‌లు | ఫిన్‌క్యాష్

ఫిన్‌క్యాష్ »SBI మ్యూచువల్ ఫండ్ »బ్యాలెన్స్‌డ్ ఫండ్స్

SBI మ్యూచువల్ ఫండ్ 2022 ద్వారా 5 ఉత్తమ బ్యాలెన్స్‌డ్ ఫండ్‌లు

Updated on July 1, 2024 , 23445 views

ఈక్విటీ మరియు డెట్ రెండింటి యొక్క ద్వంద్వ ప్రయోజనాలను ఆస్వాదించడానికి,SBI మ్యూచువల్ ఫండ్ కొన్ని మంచి కలిగిబ్యాలెన్స్‌డ్ ఫండ్ వారి పెట్టుబడిదారులకు అందించడానికి. సంతులిత నిధులు, హైబ్రిడ్ ఫండ్స్ అని కూడా పిలుస్తారు, ఈక్విటీ మరియు రెండింటిలోనూ పెట్టుబడి పెట్టండిరుణ నిధి, ఇది పెట్టుబడిదారులను ఆనందించడానికి అనుమతిస్తుందిరాజధాని వృద్ధి అలాగే నిర్ణీత వ్యవధిలో స్థిరమైన రాబడిని పొందవచ్చు.

sbi-mutual-funds

SBI యొక్క టాప్ బ్యాలెన్స్‌డ్ ఫండ్‌లు వాటి గత పనితీరు, AUM మొదలైన నిర్దిష్ట ప్రమాణాలను చేపట్టడం ద్వారా షార్ట్‌లిస్ట్ చేయబడ్డాయి. టాప్ హైబ్రిడ్ ఫండ్‌ల కోసం వెతుకుతున్న పెట్టుబడిదారులు ఈ లిస్టెడ్ SBIలో పెట్టుబడి పెట్టవచ్చు.మ్యూచువల్ ఫండ్ అగ్ర పథకాలు.

SBI బ్యాలెన్స్‌డ్ ఫండ్స్‌లో ఎందుకు పెట్టుబడి పెట్టాలి?

రెండింటిలో ఉత్తమమైనది

బ్యాలెన్స్‌డ్ ఫండ్స్ తక్కువ అస్థిరతను కలిగి ఉంటాయి. ఈక్విటీ కాంపోనెంట్ ద్వారా అధిక రాబడిని మరియు డెట్ కాంపోనెంట్ ద్వారా స్థిరత్వాన్ని అందించే ఈక్విటీ మరియు డెట్ ఫండ్స్ రెండింటిలోనూ ఉత్తమమైన వాటిని అందిస్తాయి.

తక్కువ/మధ్య ప్రమాదం, అధిక రాబడి

ఆధారంగా ఆస్తుల కేటాయింపు, బ్యాలెన్స్‌డ్ ఫండ్స్‌పై రాబడులు రిస్క్ సర్దుబాటు చేయబడతాయి. ద్వారాపెట్టుబడి పెడుతున్నారు లోచిన్న టోపీ మరియుమిడ్ క్యాప్ స్టాక్స్, ఈక్విటీ లాభాలు చాలా ఎక్కువ మరియు సంబంధిత రిస్క్కారకం రుణ పెట్టుబడి ద్వారా నియంత్రించబడుతుంది.

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ఉత్తమ SBI బ్యాలెన్స్‌డ్ మ్యూచువల్ ఫండ్‌లు

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
SBI Debt Hybrid Fund Growth ₹68.1459
↑ 0.15
₹9,8245.38.615.210.911.312.2
SBI Multi Asset Allocation Fund Growth ₹54.9462
↑ 0.28
₹4,9437.711.929.215.714.924.4
SBI Equity Hybrid Fund Growth ₹275.488
↑ 1.46
₹68,3728.514.326.814.114.716.4
SBI Arbitrage Opportunities Fund Growth ₹31.6222
↑ 0.01
₹31,1161.93.97.865.37.4
SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03
₹6553.96.225.16.98.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Jul 24

1. SBI Debt Hybrid Fund

(Erstwhile SBI Magnum Monthly Income Plan)

To provide regular income, liquidity and attractive returns to the investors through an actively managed portfolio of debt, equity and money market instruments. Income may be generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio.

SBI Debt Hybrid Fund is a Hybrid - Hybrid Debt fund was launched on 9 Apr 01. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 5 in Hybrid Debt category.  Return for 2023 was 12.2% , 2022 was 4.5% and 2021 was 14.1% .

Below is the key information for SBI Debt Hybrid Fund

SBI Debt Hybrid Fund
Growth
Launch Date 9 Apr 01
NAV (03 Jul 24) ₹68.1459 ↑ 0.15   (0.23 %)
Net Assets (Cr) ₹9,824 on 31 May 24
Category Hybrid - Hybrid Debt
AMC SBI Funds Management Private Limited
Rating
Risk Moderate
Expense Ratio 1.11
Sharpe Ratio 2.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹10,398
30 Jun 21₹12,506
30 Jun 22₹13,174
30 Jun 23₹14,829
30 Jun 24₹16,999

SBI Debt Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for SBI Debt Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Jul 24

DurationReturns
1 Month 2.2%
3 Month 5.3%
6 Month 8.6%
1 Year 15.2%
3 Year 10.9%
5 Year 11.3%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 12.2%
2022 4.5%
2021 14.1%
2020 13.5%
2019 8.1%
2018 -0.2%
2017 8.5%
2016 12.5%
2015 8.2%
2014 18%
Fund Manager information for SBI Debt Hybrid Fund
NameSinceTenure
Saurabh Pant1 Jan 222.42 Yr.
Mansi Sajeja30 Jun 212.92 Yr.
Mohit Jain1 Jan 204.42 Yr.

Data below for SBI Debt Hybrid Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash7.28%
Equity24.65%
Debt66.58%
Other0.24%
Equity Sector Allocation
SectorValue
Financial Services7.24%
Industrials6.19%
Consumer Cyclical3.42%
Technology2.28%
Basic Materials2.11%
Consumer Defensive1.85%
Health Care0.59%
Energy0.55%
Communication Services0.42%
Debt Sector Allocation
SectorValue
Corporate39.12%
Government29.47%
Cash Equivalent6.53%
Credit Quality
RatingValue
AA25.68%
AAA74.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.3% Govt Stock 2053
Sovereign Bonds | -
6%₹616 Cr60,000,000
↑ 5,000,000
7.23% Govt Stock 2039
Sovereign Bonds | -
4%₹367 Cr36,000,000
Tamil Nadu (Government of) 7.5%
- | -
3%₹306 Cr30,000,000
7.1% Govt Stock 2034
Sovereign Bonds | -
3%₹257 Cr25,500,000
07.76 MH Sgs 2030
Sovereign Bonds | -
2%₹204 Cr20,000,000
Karnataka (Government of) 7.45%
- | -
2%₹202 Cr20,043,700
Small Industries Development Bank of India
Debentures | -
2%₹200 Cr20,000
Tata Communications Limited
Debentures | -
2%₹200 Cr20,000
Godrej Properties Limited
Debentures | -
2%₹199 Cr20,000
Mahanagar Telephone Nigam Limited
Debentures | -
2%₹152 Cr1,500

2. SBI Multi Asset Allocation Fund

(Erstwhile SBI Magnum Monthly Income Plan Floater)

To provide regular income, liquidity and attractive returns to investors in addition to mitigating the impact of interest rate risk through an actively managed portfolio of floating rate and fixed rate debt instruments, equity, money market instruments and derivatives.

SBI Multi Asset Allocation Fund is a Hybrid - Multi Asset fund was launched on 21 Dec 05. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.6% since its launch.  Ranked 11 in Multi Asset category.  Return for 2023 was 24.4% , 2022 was 6% and 2021 was 13% .

Below is the key information for SBI Multi Asset Allocation Fund

SBI Multi Asset Allocation Fund
Growth
Launch Date 21 Dec 05
NAV (03 Jul 24) ₹54.9462 ↑ 0.28   (0.52 %)
Net Assets (Cr) ₹4,943 on 31 May 24
Category Hybrid - Multi Asset
AMC SBI Funds Management Private Limited
Rating
Risk Moderate
Expense Ratio 1.8
Sharpe Ratio 2.71
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹10,785
30 Jun 21₹12,940
30 Jun 22₹13,067
30 Jun 23₹15,511
30 Jun 24₹19,979

SBI Multi Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Multi Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Jul 24

DurationReturns
1 Month 3.2%
3 Month 7.7%
6 Month 11.9%
1 Year 29.2%
3 Year 15.7%
5 Year 14.9%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.4%
2022 6%
2021 13%
2020 14.2%
2019 10.6%
2018 0.4%
2017 10.9%
2016 8.7%
2015 9.9%
2014 17.3%
Fund Manager information for SBI Multi Asset Allocation Fund
NameSinceTenure
Dinesh Balachandran31 Oct 212.58 Yr.
Mansi Sajeja1 Dec 230.5 Yr.
Pradeep Kesavan1 Dec 230.5 Yr.
Vandna Soni1 Jan 240.41 Yr.

Data below for SBI Multi Asset Allocation Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash8.76%
Equity38.51%
Debt36.09%
Other16.64%
Equity Sector Allocation
SectorValue
Financial Services9.52%
Basic Materials4.7%
Technology4.35%
Consumer Cyclical3.96%
Industrials3.66%
Real Estate2.79%
Utility2.74%
Health Care2.62%
Consumer Defensive2.18%
Energy1.33%
Communication Services0.64%
Debt Sector Allocation
SectorValue
Corporate21.99%
Government12.25%
Cash Equivalent8.57%
Securitized2.04%
Credit Quality
RatingValue
A5.01%
AA40.53%
AAA51.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Gold ETF
- | -
12%₹644 Cr103,241,000
Nippon India Silver ETF
- | -
4%₹230 Cr26,730,000
↑ 10,000,000
7.3% Govt Stock 2053
Sovereign Bonds | -
4%₹205 Cr20,000,000
Embassy Office Parks Reit
Unlisted bonds | -
2%₹106 Cr2,900,000
7.18% Govt Stock 2037
Sovereign Bonds | -
2%₹101 Cr10,000,000
7.18% Govt Stock 2033
Sovereign Bonds | -
2%₹101 Cr10,000,000
Bharti Telecom Limited
Debentures | -
2%₹100 Cr1,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | 532155
2%₹97 Cr4,350,297
Renserv Global Pvt Ltd.
Debentures | -
2%₹90 Cr9,000
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 30 Sep 21 | 500113
2%₹86 Cr5,630,100

3. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2023 was 16.4% , 2022 was 2.3% and 2021 was 23.6% .

Below is the key information for SBI Equity Hybrid Fund

SBI Equity Hybrid Fund
Growth
Launch Date 19 Jan 05
NAV (03 Jul 24) ₹275.488 ↑ 1.46   (0.53 %)
Net Assets (Cr) ₹68,372 on 31 May 24
Category Hybrid - Hybrid Equity
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.5
Sharpe Ratio 2.16
Information Ratio -0.21
Alpha Ratio 2.05
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,613
30 Jun 21₹13,421
30 Jun 22₹13,616
30 Jun 23₹15,712
30 Jun 24₹19,780

SBI Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Jul 24

DurationReturns
1 Month 4%
3 Month 8.5%
6 Month 14.3%
1 Year 26.8%
3 Year 14.1%
5 Year 14.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.4%
2022 2.3%
2021 23.6%
2020 12.9%
2019 13.5%
2018 -0.1%
2017 27.7%
2016 3.7%
2015 7.4%
2014 43.2%
Fund Manager information for SBI Equity Hybrid Fund
NameSinceTenure
R. Srinivasan1 Jan 1212.42 Yr.
Rajeev Radhakrishnan1 Dec 230.5 Yr.
Mansi Sajeja1 Dec 230.5 Yr.
Pradeep Kesavan1 Dec 230.5 Yr.

Data below for SBI Equity Hybrid Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash3.11%
Equity75.06%
Debt21.82%
Equity Sector Allocation
SectorValue
Financial Services25.78%
Industrials9.85%
Basic Materials9.29%
Health Care6.27%
Consumer Cyclical5.78%
Energy5.44%
Communication Services5.42%
Consumer Defensive3.89%
Technology3.34%
Debt Sector Allocation
SectorValue
Government14.82%
Corporate6.27%
Cash Equivalent3.11%
Securitized0.74%
Credit Quality
RatingValue
A0.81%
AA18.66%
AAA80.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
6%₹3,949 Cr391,335,900
↑ 172,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
6%₹3,924 Cr35,000,000
↓ -9,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
5%₹3,719 Cr13,000,000
↑ 921,925
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL
5%₹3,706 Cr27,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN
5%₹3,654 Cr44,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 16 | DIVISLAB
4%₹2,927 Cr6,794,606
↓ -105,394
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 22 | INDIGO
4%₹2,914 Cr6,955,563
↓ -44,437
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK
4%₹2,910 Cr19,000,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹2,681 Cr2,860,837
↓ -39,163
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹2,210 Cr3,300,000

4. SBI Arbitrage Opportunities Fund

To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments.

SBI Arbitrage Opportunities Fund is a Hybrid - Arbitrage fund was launched on 3 Nov 06. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.7% since its launch.  Ranked 15 in Arbitrage category.  Return for 2023 was 7.4% , 2022 was 4.6% and 2021 was 4% .

Below is the key information for SBI Arbitrage Opportunities Fund

SBI Arbitrage Opportunities Fund
Growth
Launch Date 3 Nov 06
NAV (03 Jul 24) ₹31.6222 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹31,116 on 31 May 24
Category Hybrid - Arbitrage
AMC SBI Funds Management Private Limited
Rating
Risk Moderately Low
Expense Ratio 0.82
Sharpe Ratio 1.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Months (0.5%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹10,517
30 Jun 21₹10,846
30 Jun 22₹11,288
30 Jun 23₹11,999
30 Jun 24₹12,917

SBI Arbitrage Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for SBI Arbitrage Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Jul 24

DurationReturns
1 Month 0.7%
3 Month 1.9%
6 Month 3.9%
1 Year 7.8%
3 Year 6%
5 Year 5.3%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 7.4%
2022 4.6%
2021 4%
2020 3.5%
2019 6%
2018 6.2%
2017 5.3%
2016 6.4%
2015 7.3%
2014 8.6%
Fund Manager information for SBI Arbitrage Opportunities Fund
NameSinceTenure
Neeraj Kumar5 Oct 1211.66 Yr.
Arun R.30 Jun 212.92 Yr.

Data below for SBI Arbitrage Opportunities Fund as on 31 May 24

Asset Allocation
Asset ClassValue
Cash88.61%
Equity1.36%
Debt10.01%
Other0.02%
Equity Sector Allocation
SectorValue
Financial Services26.61%
Industrials10.9%
Energy8.16%
Basic Materials7.86%
Consumer Defensive4.12%
Technology4.02%
Consumer Cyclical3.48%
Utility3.15%
Communication Services2.68%
Health Care2.67%
Real Estate1.16%
Debt Sector Allocation
SectorValue
Cash Equivalent84.17%
Corporate11.63%
Government2.81%
Credit Quality
RatingValue
AA14.69%
AAA85.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Savings Dir Gr
Investment Fund | -
9%₹2,753 Cr672,297,948
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
8%₹2,510 Cr16,389,450
↑ 639,100
Hdfc Bank Ltd. 27-Jun-24
Derivatives | -
8%-₹2,498 Cr16,222,800
↑ 16,222,800
Reliance Industries Ltd. 27-Jun-24
Derivatives | -
5%-₹1,481 Cr5,141,500
↑ 5,141,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
5%₹1,471 Cr5,141,500
↑ 25,000
Kotak Mahindra Bank Ltd. 27-Jun-24
Derivatives | -
3%-₹993 Cr5,863,200
↑ 5,863,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | KOTAKBANK
3%₹985 Cr5,863,200
↑ 706,800
SBI Magnum Low Duration Dir Gr
Investment Fund | -
3%₹781 Cr2,338,487
Bharat Electronics Ltd. 27-Jun-24
Derivatives | -
2%-₹726 Cr24,396,000
↑ 24,396,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 22 | BEL
2%₹726 Cr24,529,950
↓ -2,681,850

5. SBI Dynamic Asset Allocation Fund

The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved.

SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch. .

Below is the key information for SBI Dynamic Asset Allocation Fund

SBI Dynamic Asset Allocation Fund
Growth
Launch Date 26 Mar 15
NAV (02 Jul 21) ₹15.9463 ↑ 0.03   (0.18 %)
Net Assets (Cr) ₹655 on 31 May 21
Category Hybrid - Dynamic Allocation
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,346
30 Jun 21₹11,874

SBI Dynamic Asset Allocation Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Dynamic Asset Allocation Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Jul 24

DurationReturns
1 Month 1%
3 Month 3.9%
6 Month 6.2%
1 Year 25.1%
3 Year 6.9%
5 Year 8.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for SBI Dynamic Asset Allocation Fund
NameSinceTenure

Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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