This entry is part 1 of 5 in the series NFO 2015

SBI MFSBI 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.

Scheme Details

::Key Scheme Feature:: 
Scheme NameSBI Dynamic Asset Allocation Fund
Fund HouseSBI Dynamic Asset Allocation Fund
Typeopen-ended dynamic asset allocation scheme
CategoryRegular
BenchMark50% Crisil 1 year CD Index + 50% BSE S&P Sensex
Minimum Application amountRs. 5,000/- and in multiples of Re. 1 thereafter
Fund manager
 
Scheme NameSBI Dynamic Asset Allocation Fund
NFO Open10 Mar 2015
NFO Close24 Mar 2015
Additional Purchase Amount Rs. 1,000/- and in multiples of Re. 1 thereafter
Plan OptionsRegular plan.
Load StructureEntry 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!

Sbi dynamic assetAllo-Mar15

 

 

 

 

 

 

 

 

Why Important

::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.

 

 Why have Strategy 

::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

 

Why Invest

::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

At Work

::SBI Dynamic Asset Allocation Fund at work::

Sbi dynamic assetAllo(2)-Mar15

 

 

 

 

 

 

 

 

Contact Us for Investment

rajendra@puneinvest.com

Mobile:7719917444

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