SBI Dynamic Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Bond funds is 35.58% .
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.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.98% | 3.41% |
| 2 Year Return | 23.82% | 10.20% |
| 3 Year Return | 37.28% | 17.44% |
| 4 Year Return | 45.30% | 26.57% |
| 5 Year Return | 66.39% | 35.58% |
| 6 Year Return | 64.31% | 45.99% |
| 7 Year Return | 84.06% | 58.49% |
| Expense Ratio | 0.53% | - |
Minimum Purchase: ₹5,000
Exit Load: For exit within 1 month from the date of allotment For 10% of investment : Nil For remaining investment: 0.25% For exit after one month from the date of allotment - Nil.
Lock-in: 1
Risk: Low Risk
SBI Dynamic Term Fund - Direct Plan is managed by SBI and belongs to the Debt category.
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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