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.
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[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]::Key Scheme Feature::
| Scheme Name | SBI Dynamic Asset Allocation Fund |
|---|---|
| Fund House | SBI Dynamic Asset Allocation Fund |
| Type | open-ended dynamic asset allocation scheme |
| Category | Regular |
| BenchMark | 50% Crisil 1 year CD Index + 50% BSE S&P Sensex |
| Minimum Application amount | Rs. 5,000/- and in multiples of Re. 1 thereafter |
| Fund manager |
| Scheme Name | SBI Dynamic Asset Allocation Fund |
|---|---|
| NFO Open | 10 Mar 2015 |
| NFO Close | 24 Mar 2015 |
| Additional Purchase Amount | Rs. 1,000/- and in multiples of Re. 1 thereafter |
| Plan Options | Regular plan. |
| Load Structure | Entry Load: Not Applicable For exit within 1 year from the date of allotment – 2 %. For exit after 1 year but within 2 years from the date of allotment – 1%. For exit after 2 years from the date of allotment – Nil. |
Cheque Details : “SBI Dynamic Asset Allocation Fund”
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!
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[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.
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[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
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[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
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[wptabtitle]At Work[/wptabtitle][wptabcontent]
::SBI Dynamic Asset Allocation Fund at work::
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rajendra@puneinvest.com
Mobile:7719917444
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