এসবিআই মিউচুয়াল ফান্ড 2022 দ্বারা শীর্ষ 5 সেরা ব্যালেন্সড ফান্ড | ফিনক্যাশ

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এসবিআই ব্যালেন্সড ফান্ডে কেন বিনিয়োগ করবেন?
- উভয়ের মধ্যে সেরা
- কম/মধ্য ঝুঁকি, উচ্চ রিটার্ন
সেরা এসবিআই ব্যালেন্সড মিউচুয়াল ফান্ড
এসবিআই মিউচুয়াল ফান্ড অনলাইনে কীভাবে বিনিয়োগ করবেন?
Top 5 Funds

SBI মিউচুয়াল ফান্ড 2022-এর 5টি সেরা ব্যালেন্সড ফান্ড

Updated on April 17, 2024 , 23230 views

ইক্যুইটি এবং ঋণ উভয়ের দ্বৈত সুবিধা উপভোগ করতে,এসবিআই মিউচুয়াল ফান্ড কিছু ভাল আছেব্যালেন্সড ফান্ড তাদের বিনিয়োগকারীদের অফার করতে। সুষম তহবিল, হাইব্রিড তহবিল নামেও পরিচিত, ইক্যুইটি এবং উভয় ক্ষেত্রেই বিনিয়োগ করেঋণ তহবিল, যা বিনিয়োগকারীদের উপভোগ করতে দেয়মূলধন বৃদ্ধির পাশাপাশি নিয়মিত বিরতিতে নির্দিষ্ট আয় উপার্জন।

SBI-এর শীর্ষ ভারসাম্যপূর্ণ তহবিলগুলিকে নির্দিষ্ট মানদণ্ড যেমন তাদের অতীতের পারফরম্যান্স, AUM ইত্যাদির মাধ্যমে সংক্ষিপ্ত তালিকাভুক্ত করা হয়েছে৷ শীর্ষ হাইব্রিড তহবিলের সন্ধানকারী বিনিয়োগকারীরা এই তালিকাভুক্ত SBI বিনিয়োগ করতে পারেন৷পারস্পরিক তহবিল শীর্ষ স্কিম।

এসবিআই ব্যালেন্সড ফান্ডে কেন বিনিয়োগ করবেন?

উভয়ের মধ্যে সেরা

সুষম তহবিল কম উদ্বায়ী হয়। তারা ইক্যুইটি এবং ডেট ফান্ড উভয়ের মধ্যেই সেরা অফার করে যাতে ইক্যুইটি উপাদানের মাধ্যমে উচ্চতর রিটার্ন এবং ঋণের উপাদানের মাধ্যমে স্থিতিশীলতা নিশ্চিত করা হয়।

কম/মধ্য ঝুঁকি, উচ্চ রিটার্ন

উপরেভিত্তি সম্পদের বরাদ্দ, সুষম তহবিলের আয় ঝুঁকি সমন্বয় করা হয়। দ্বারাবিনিয়োগ ভিতরেছোট টুপি এবংমিড-ক্যাপ স্টক, ইক্যুইটি লাভ অনেক বেশি এবং সংশ্লিষ্ট ঝুঁকিফ্যাক্টর ঋণ বিনিয়োগ দ্বারা নিয়ন্ত্রিত হয়.

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সেরা এসবিআই ব্যালেন্সড মিউচুয়াল ফান্ড

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
SBI Debt Hybrid Fund Growth	₹64.6266 ↓ -0.03	₹9,642	2.2	5.8	13.8	10.5	10.2	12.2
SBI Multi Asset Allocation Fund Growth	₹51.5629 ↑ 0.04	₹4,230	4.8	14.1	28.5	15.9	14.1	24.4
SBI Equity Hybrid Fund Growth	₹251.733 ↑ 0.68	₹67,196	3.9	11.4	24.7	13.9	13.3	16.4
SBI Arbitrage Opportunities Fund Growth	₹31.1876 ↑ 0.03	₹27,586	2.2	4	8	5.9	5.3	7.4
SBI Dynamic Asset Allocation Fund Growth	₹15.9463 ↑ 0.03	₹655	3.9	6.2	25.1	6.9	8.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Apr 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 8.4% 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 (19 Apr 24)	₹64.6266 ↓ -0.03 (-0.05 %)
Net Assets (Cr)	₹9,642 on 31 Mar 24
Category	Hybrid - Hybrid Debt
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderate
Expense Ratio	1.11
Sharpe Ratio	2.77
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.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹9,794
31 Mar 21	₹12,109
31 Mar 22	₹13,429
31 Mar 23	₹14,164
31 Mar 24	₹16,268

SBI Debt Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 19 Apr 24

Duration	Returns
1 Month	1.1%
3 Month	2.2%
6 Month	5.8%
1 Year	13.8%
3 Year	10.5%
5 Year	10.2%
10 Year
15 Year
Since launch	8.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Saurabh Pant	1 Jan 22	2.25 Yr.
Mansi Sajeja	30 Jun 21	2.75 Yr.
Mohit Jain	1 Jan 20	4.25 Yr.

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

Asset Allocation

Asset Class	Value
Cash	6.46%
Equity	24.05%
Debt	67.94%
Other	0.25%

Equity Sector Allocation

Sector	Value
Financial Services	7.26%
Industrials	6.26%
Consumer Cyclical	3.11%
Consumer Defensive	2.19%
Basic Materials	1.96%
Technology	1.51%
Communication Services	0.6%
Health Care	0.6%
Energy	0.55%

Debt Sector Allocation

Sector	Value
Corporate	35.35%
Government	34.69%
Cash Equivalent	5.68%

Credit Quality

Rating	Value
AA	27.28%
AAA	72.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.18% Govt Stock 2033 Sovereign Bonds \| -	7%	₹655 Cr	65,000,000
Uttar Pradesh (Government of) 7.38% - \| -	6%	₹572 Cr	57,103,300 ↑ 57,103,300
7.3% Govt Stock 2053 Sovereign Bonds \| -	6%	₹561 Cr	55,000,000
07.76 MH Sgs 2030 Sovereign Bonds \| -	2%	₹204 Cr	20,000,000
Small Industries Development Bank of India Debentures \| -	2%	₹201 Cr	20,000
Tata Communications Limited Debentures \| -	2%	₹200 Cr	20,000
Godrej Properties Limited Debentures \| -	2%	₹199 Cr	20,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹197 Cr	1,820,000
Mahanagar Telephone Nigam Limited Debentures \| -	2%	₹153 Cr	1,500
Mahindra Rural Housing Finance Limited Debentures \| -	2%	₹150 Cr	15,000

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 9.4% 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 (19 Apr 24)	₹51.5629 ↑ 0.04 (0.08 %)
Net Assets (Cr)	₹4,230 on 31 Mar 24
Category	Hybrid - Multi Asset
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderate
Expense Ratio	1.8
Sharpe Ratio	2.82
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.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹9,791
31 Mar 21	₹12,342
31 Mar 22	₹14,057
31 Mar 23	₹14,773
31 Mar 24	₹18,741

SBI Multi Asset Allocation Fund SIP 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 19 Apr 24

Duration	Returns
1 Month	4.8%
3 Month	4.8%
6 Month	14.1%
1 Year	28.5%
3 Year	15.9%
5 Year	14.1%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Dinesh Balachandran	31 Oct 21	2.42 Yr.
Mansi Sajeja	1 Dec 23	0.33 Yr.
Pradeep Kesavan	1 Dec 23	0.33 Yr.
Vandna Soni	1 Jan 24	0.25 Yr.

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

Asset Allocation

Asset Class	Value
Cash	9.69%
Equity	38.87%
Debt	36.05%
Other	14.6%

Equity Sector Allocation

Sector	Value
Financial Services	9.8%
Technology	5.91%
Basic Materials	4.7%
Consumer Cyclical	4.09%
Industrials	3.22%
Health Care	2.9%
Utility	2.78%
Real Estate	2.56%
Consumer Defensive	2.19%
Communication Services	0.74%

Debt Sector Allocation

Sector	Value
Corporate	20.71%
Government	13.5%
Cash Equivalent	9.44%
Securitized	2.87%

Credit Quality

Rating	Value
AA	33.21%
AAA	63.24%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Gold ETF - \| -	15%	₹592 Cr	103,241,000 ↑ 27,025,000
7.3% Govt Stock 2053 Sovereign Bonds \| -	5%	₹204 Cr	20,000,000
Embassy Office Parks Reit Unlisted bonds \| -	3%	₹115 Cr	2,900,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	3%	₹101 Cr	10,000,000
7.18% Govt Stock 2037 Sovereign Bonds \| -	3%	₹101 Cr	10,000,000
Tata Projects Limited Debentures \| -	2%	₹85 Cr	8,500
Wipro Ltd (Technology) Equity, Since 15 Jan 24 \| 507685	2%	₹78 Cr	1,500,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Mar 21 \| 532155	2%	₹76 Cr	4,350,297
Muthoot Finance Limited Debentures \| -	2%	₹75 Cr	7,500
Godrej Industries Limited Debentures \| -	2%	₹75 Cr	7,500

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% 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 (19 Apr 24)	₹251.733 ↑ 0.68 (0.27 %)
Net Assets (Cr)	₹67,196 on 31 Mar 24
Category	Hybrid - Hybrid Equity
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.5
Sharpe Ratio	2.65
Information Ratio	-0.24
Alpha Ratio	2.51
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.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹8,836
31 Mar 21	₹12,852
31 Mar 22	₹15,150
31 Mar 23	₹14,751
31 Mar 24	₹18,781

SBI Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 19 Apr 24

Duration	Returns
1 Month	2.2%
3 Month	3.9%
6 Month	11.4%
1 Year	24.7%
3 Year	13.9%
5 Year	13.3%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Srinivasan	1 Jan 12	12.26 Yr.
Rajeev Radhakrishnan	1 Dec 23	0.33 Yr.
Mansi Sajeja	1 Dec 23	0.33 Yr.
Pradeep Kesavan	1 Dec 23	0.33 Yr.

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

Asset Allocation

Asset Class	Value
Cash	1.83%
Equity	77.26%
Debt	20.91%

Equity Sector Allocation

Sector	Value
Financial Services	25.92%
Industrials	10.27%
Basic Materials	8.21%
Consumer Cyclical	6.68%
Health Care	6.2%
Energy	5.42%
Technology	5.4%
Communication Services	5.35%
Consumer Defensive	3.81%

Debt Sector Allocation

Sector	Value
Government	14.17%
Corporate	6.14%
Cash Equivalent	1.6%
Securitized	0.83%

Credit Quality

Rating	Value
AA	20.2%
AAA	79.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| ICICIBANK	7%	₹4,630 Cr	44,000,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 21 \| RELIANCE	5%	₹3,529 Cr	12,078,075
Infosys Ltd (Technology) Equity, Since 31 Dec 17 \| INFY	5%	₹3,515 Cr	21,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 17 \| BHARTIARTL	5%	₹3,482 Cr	31,000,000 ↓ -2,000,000
State Bank of India (Financial Services) Equity, Since 28 Feb 14 \| SBIN	5%	₹3,292 Cr	44,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 11 \| HDFCBANK	5%	₹2,947 Cr	21,000,000
MRF Ltd (Consumer Cyclical) Equity, Since 31 May 18 \| 500290	4%	₹2,634 Cr	180,341 ↓ -13,528
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Apr 16 \| DIVISLAB	4%	₹2,407 Cr	6,900,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	4%	₹2,284 Cr	3,515,833
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Jan 22 \| INDIGO	3%	₹2,209 Cr	7,000,000

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 (19 Apr 24)	₹31.1876 ↑ 0.03 (0.10 %)
Net Assets (Cr)	₹27,586 on 31 Mar 24
Category	Hybrid - Arbitrage
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately Low
Expense Ratio	0.82
Sharpe Ratio	1.68
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.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹10,639
31 Mar 21	₹10,915
31 Mar 22	₹11,365
31 Mar 23	₹11,983
31 Mar 24	₹12,911

SBI Arbitrage Opportunities Fund SIP 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 19 Apr 24

Duration	Returns
1 Month	0.9%
3 Month	2.2%
6 Month	4%
1 Year	8%
3 Year	5.9%
5 Year	5.3%
10 Year
15 Year
Since launch	6.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Neeraj Kumar	5 Oct 12	11.49 Yr.
Arun R.	30 Jun 21	2.75 Yr.

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

Asset Allocation

Asset Class	Value
Cash	95.95%
Equity	0.76%
Debt	3.26%
Other	0.03%

Equity Sector Allocation

Sector	Value
Financial Services	25.68%
Basic Materials	9.44%
Industrials	8.83%
Energy	8.57%
Consumer Defensive	4.14%
Health Care	3.75%
Utility	3.72%
Technology	3.3%
Communication Services	3.13%
Consumer Cyclical	2.84%
Real Estate	0.53%

Debt Sector Allocation

Sector	Value
Cash Equivalent	90.03%
Corporate	6.34%
Government	2.85%

Credit Quality

Rating	Value
AA	2.22%
AAA	97.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
SBI Savings Dir Gr Investment Fund \| -	9%	₹2,549 Cr	634,930,329 ↑ 149,932,186
Future on HDFC Bank Ltd Derivatives \| -	9%	-₹2,501 Cr	17,668,750 ↑ 3,598,100
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	9%	₹2,480 Cr	17,668,750 ↑ 3,598,100
Future on Reliance Industries Ltd Derivatives \| -	5%	-₹1,487 Cr	5,051,500 ↓ -8,250
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 21 \| RELIANCE	5%	₹1,476 Cr	5,051,500 ↓ -8,250
SBI Magnum Low Duration Dir Gr Investment Fund \| -	3%	₹766 Cr	2,338,487
Future on Kotak Mahindra Bank Ltd Derivatives \| -	2%	-₹579 Cr	3,407,200 ↑ 2,164,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 22 \| KOTAKBANK	2%	₹576 Cr	3,407,200 ↑ 2,164,000
Future on Bajaj Finance Ltd Derivatives \| -	2%	-₹545 Cr	834,000 ↑ 640,375
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 21 \| 500034	2%	₹542 Cr	834,000 ↑ 640,375

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.

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹8,646
31 Mar 21	₹11,461

SBI Dynamic Asset Allocation Fund SIP 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 19 Apr 24

Duration	Returns
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

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for SBI Dynamic Asset Allocation Fund

Name	Since	Tenure

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

Asset Allocation

Asset Class	Value

Equity Sector Allocation

Sector	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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