SBI Dynamic Asset Allocation Active FOF

AMC: SBI Moderate Risk

📊 Quick Summary Of This Page

SBI Dynamic Asset Allocation Active FOF is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.16%
Expense Ratio
Mr. Ardhendu Bhattacharya
Fund Manager
Growth
Plan Type
25 Aug 2025
Launch Date
1%
For units purchased or switched in from another scheme to the fund are redeemed or switched out on or before 12 months from the date of allotment: Upto 25% of the investments - Nil; For remaining investments - 1% of applicable NAV For exit after 12 months from the date of allotment: Nil
Exit Load
NAV Momentum
Fund Analysis

SBI Dynamic Asset Allocation Active FOF does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A 2.52%
2 Year Return N/A 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 1.16% -
NAV History
Fund Information

AMC: SBI

Category:

Launch Date: 25 Aug 2025

Fund Manager: Mr. Ardhendu Bhattacharya

Minimum Purchase: ₹5,000

Exit Load: For units purchased or switched in from another scheme to the fund are redeemed or switched out on or before 12 months from the date of allotment: Upto 25% of the investments - Nil; For remaining investments - 1% of applicable NAV For exit after 12 months from the date of allotment: Nil

Lock-in: 0

Risk: Moderate Risk

About This Fund

SBI Dynamic Asset Allocation Active FOF is managed by SBI .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

SBI Dynamic Asset Allocation Active FOF is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of SBI Dynamic Asset Allocation Active FOF depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

SBI Dynamic Asset Allocation Active FOF holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in SBI Dynamic Asset Allocation Active FOF, based on the latest portfolio data.

SBI Dynamic Asset Allocation Active FOF currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of SBI Dynamic Asset Allocation Active FOF is , which represents the annual cost charged for managing the fund.

SBI Dynamic Asset Allocation Active FOF manages assets worth approximately , representing the total investor capital under management.

SBI Dynamic Asset Allocation Active FOF carries a risk profile based on its portfolio composition, volatility and market exposure.

SBI Dynamic Asset Allocation Active FOF performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, SBI Dynamic Asset Allocation Active FOF can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

SBI Dynamic Asset Allocation Active FOF is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing SBI Dynamic Asset Allocation Active FOF and making investment decisions.

Yes, SBI Dynamic Asset Allocation Active FOF provides company-wise exposure showing which stocks the fund is invested in and their weightage.

SBI Dynamic Asset Allocation Active FOF may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of SBI Dynamic Asset Allocation Active FOF to estimate returns and wealth creation over different time periods.