SBI Dynamic Bond Fund aims at providing attractive returns to the investors, managing high-quality debt securities in the portfolio. The securities in the fund have varying maturity dates, which even include Central and State Government securities. SBI Dynamic Bond Fund Growth always invests in high liquidity debt instruments and is suitable for the investors with a moderate risk appetite.
|Fund Type||Open Ended|
|Benchmark||CRISIL Composite Bond|
|Asset Size(Cr)||983.28 (As on Mar 31, 2019)|
|Fund Manager||Dinesh Ahuja|
|Notes||Earlier call SBI Magnum NRI Fund - Long Term Bond Plan name changed w.e.f 23-11-2009|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||0.25 % For 30 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Sector||Value(In Cr)||Allocation (%)|
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|ICICI Prudential All Seasons Bond Fund (G)||6.74%||8.32%||10.03%|
|Kotak Dynamic Bond Fund (G)||8.65%||8.3%||8.75%|
|DHFL Pramerica Dynamic Bond Fund - Growth||8.02%||7.85%||8.98%|
|IDFC Dynamic Bond Fund Regular Plan (G)||6.81%||7.37%||8.63%|
|L&T Flexi Bond Fund (G)||7.11%||7.17%||8.83%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
|CGL||Bond - Gov't/Treasury||-||sov||14770.369||37.2493|
|CGL||Bond - Gov't/Treasury||-||sov||5060.693||12.7625|
|CGL||Bond - Gov't/Treasury||-||sov||4962.913||12.5159|
|NationalBankforAgricultureandRuralDevelopment||Bond - Gov't Agency Debt||-||CRISIL AAA||3149.823||7.9435|
|CGL||Bond - Gov't/Treasury||-||sov||3095.158||7.8057|
|CGL||Bond - Gov't/Treasury||-||sov||1650.037||4.1612|
|SundaramFinanceLtd||Bond - Corporate Bond||-||CRISIL A1+||999.469||2.5206|
|IndianRailwayFinanceCorporationLtd||Bond - Gov't Agency Debt||-||CRISIL AAA||947.327||2.3891|
|StateGovernmentofTamilNadu||Bond - Gov't Agency Debt||-||sov||275.556||0.6949|
|StateGovernmentofTamilNadu||Bond - Gov't Agency Debt||-||sov||123.845||0.3123|
|NationalHousingBank||Bond - Corporate Bond||-||CRISIL AAA||102.877||0.2594|
|StateGovernmentofHimachalPradesh||Bond - Gov't Agency Debt||-||sov||88.511||0.2232|
|HousingandUrbanDevelopmentCorporationLtd||Bond - Gov't Agency Debt||-||IND AAA||24.746||0.0624|
|IndiaInfrastructureFinanceCompanyLtd||Bond - Corporate Bond||-||BWR AAA||11.413||0.0288|
If you are interested in a debt-oriented investment, then SBI Dynamic Bond Fund Growth will give you the perfect head start for creating a solid plan attuned to your needs. Rated a four-star fund in the category of dynamic funds by CRISIL, it is one of the favorite picks of the debt lovers, who do not want their funds to get exposed to the risks of equity and want to accomplish their short-term objectives.
For years, the Indian investors have relied on the primitive sources of income, namely the savings bank account and fixed deposits, which hardly paid any returns to the investors and often bestowed them with disappointments. But not anymore, as you can now invest in the best mutual funds across all varieties offered in India through the dedicated online portal of MySIPonline.
SBI Dynamic Bond Fund G, as the name suggests, is a dynamic bond fund that is geared towards acquiring high returns by investing in a rich portfolio comprising of high-quality debt securities having different maturities. Dynamic bond funds is a category within debt mutual funds in which there is a rotational allocation between short-term and long-term bonds so that the fund can leverage on the changing interest rates and thus create good money for the investors.
As an obvious fact in the realm of mutual fund investing, the success or failure of any fund depends upon the judgment taken by the fund managers who are responsible for the creation as well as maintenance of a sound portfolio. The fund managers hired by SBI Mutual Funds to look after sbi dynamic bond g scheme are quite efficient and capable of performing their jobs in the best manner possible. An example to prove this is that in the falling interest rate scenario, the managers of Fund increase the investment in a long-term instrument such as gilts and vice versa. This ensures that the fund extracts the best result every time.
The Fund is strongly recommended for those who struggle to make a wise call on interest movements. Being a dynamic bond, this fund involves the flexibility to swing from short-term maturity instruments to long-term maturity instruments and also the other way round, thus taking advantage of the interest rate fluctuations. This feature, is, however, not present in another category of debt funds, for instance, the fixed income funds.
Hence, if you too suffer in understanding the movements of the interest rates, have a moderate risk appetite and are willing to stay put in a debt fund for 3-5 years, then SBI Dynamic Bond Fund Growth will be perfect for your investment plan. Making a SIP investment through MySIPonline will provide with an opportunity to leverage on the volatility and earn some handsome rewards.
While you may get tempted to invest online in SBI Dynamic Bond Fund G on account of its superb record and a horde other important features, there are certain facts that you ought to get straight before stepping into an investment with it. Take note of the following things before you invest:
SBI Dynamic Bond Growth Fund bestows high returns with calculated risk exposure. If you are tired of searching the best scheme that can suit your portfolio, then abandon the search and consider investing in this scheme through MySIPonline. Besides a quick investment, you’d also enjoy certain online tools such as the SIP Calculator, Tax Calculator, and several others; all provided free of charge.
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