Hybrid
Dynamic Asset Allocation
Very High
Investment Returns (CAGR)
1 yr.
26.42
3 yr.
8.16
5 yr.
9.37
Since Inception.
8.7%
Creating an account on the official website of an Asset Management Company (AMC): SBI Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: SBI Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
644 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF200KA1697
Expense Ratio
0.97%
Minimum SIP (Rs.)
500
Launch Date
26-Mar-2015
Fund House
SBI Mutual Fund
Exit Load
Exit load of 1% if redeemed within 12 months for units beyond 8% of the investment.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The fund seeks to provide investors with an opportunity to invest in a portfolio of a mix of equity & equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically. ;
Hybrid
Dynamic Asset Allocation
Very High
Creating an account on the official website of an Asset Management Company (AMC): SBI Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.
Using a mobile app: SBI Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.
Fund Size (Rs.)
644 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF200KA1697
Expense Ratio
0.97%
Minimum SIP (Rs.)
500
Launch Date
26-Mar-2015
Fund House
SBI Mutual Fund
Exit Load
Exit load of 1% if redeemed within 12 months for units beyond 8% of the investment.
1 yr. 26.42
3 yr. 8.16
5 yr. 9.37
Since Inception. 8.7%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The fund seeks to provide investors with an opportunity to invest in a portfolio of a mix of equity & equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically. ;
