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Puneinvest > Blog > Mutual Fund > SBI Dynamic Asset Allocation Fund-Mar 2015
Mutual Fund

SBI Dynamic Asset Allocation Fund-Mar 2015

Last updated: 2023/02/01 at 6:12 PM
Rajendra Todkar Published March 4, 2015
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SBI launched new fund offer SBI Dynamic Asset Allocation Fund-Mar 2015, open-ended dynamic asset allocation scheme. The NFO Opens for subscription on 10th Mar 2015  & closes on 24th March 2015. No entry load will be applicable for the scheme.

[wptabs mode=”horizontal”]

[wptabs mode=”horizontal” background=”false”]

[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]::Key Scheme Feature:: [ws_table id=”664″] [ws_table id=”665″]

Cheque Details  : “SBI Dynamic Asset Allocation Fund”  

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Objective:   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 of a 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.

Chart  :  The top & bottom performing asset class changes from year to year!

Sbi dynamic assetAllo-Mar15

[/wptabcontent]

[wptabtitle]Why Important[/wptabtitle] [wptabcontent]

::Why is Asset Allocation important?::

  • 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 consistent 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.

 [/wptabcontent]

[wptabtitle] Why have Strategy [/wptabtitle] [wptabcontent]

::Why have a Dynamic Asset Allocation strategy?::

  • Model-driven asset allocation which decides the optimal allocation to equity, debt and cash
  • No emotional bias in making investment decisions and no need for timing the market
  • Operationally effective – both from a cost & tax perspective and reduces transactional hassles

[/wptabcontent]

[wptabtitle]Why Invest[/wptabtitle] [wptabcontent]::Why should you invest? ::

  • Model-driven dynamic asset allocation–Solves the dilemma of selecting the correct asset class.
  • No Emotional bias–The allocation and rebalancing decisions in this fund are based on well-defined and tested processes that remove the short-term biases of analysts and fund managers.
  • Operationally convenient–Allows investment into multiple asset classes without any operational hassles.
  • Tax Efficient–Movement across asset classes with no tax liability in the hands of the investor.
  • Fund for every market cycle–Suitable for investors looking for stable risk-adjusted returns over the long term, irrespective of market conditions

[/wptabcontent]

[wptabtitle]At Work[/wptabtitle][wptabcontent]

::SBI Dynamic Asset Allocation Fund at work::

Sbi dynamic assetAllo(2)-Mar15

[/wptabcontent]

[/wptabs]

Contact Us for Investment

rajendra@puneinvest.com

Mobile:7719917444

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