SBI Dynamic Asset Allocation SIP (Mutual Funds) Calculator

SBI Dynamic Asset Allocation SIP (Mutual Funds) Calculator - Every asset has its own place in the asset allocation puzzle and it is crucial to not rely on any one asset class to provide optimum returns. Equity, a long-term wealth generator, is a high risk high return potential while Debt comes with a lower risk and a possibility of lower than inflation returns. Diversification with an optimal allocation lends stability to the portfolio and helps generate better risk adjusted returns under different market cycles.

SBI Dynamic Asset Allocation Fund is an open-ended dynamic asset allocation scheme which aims to provide investors an opportunity to invest in a portfolio mix of equity and equity-related securities and fixed-income instruments which will be managed dynamically so as to provide investors with long-term capital appreciation. The fund follows a model-driven dynamic asset allocation strategy & hence solves the dilemma of selecting the correct asset class while removing any emotional bias. It is also an operationally convenient & tax efficient way of investing across asset classes.

The fund is suitable for investors looking for stable risk-adjusted returns over the long term, irrespective of market conditions.

Category:	HYBRID
AAUM:	Rs 127.94 Cr as on 30 Apr 2017
Investment Options:	Dividend , Growth
Entry Load:	N.A.
Inception:	March 26, 2015
Benchmark:	50% Crisil 1 year CD Index + 50% S&P BSE Sensex

Investment Objective

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.

Investment Information
SIP	Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
	Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
	Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
Lumpsum	Rs 5000
SWP	Minimum Rs. 500 per month/ per quarter