SBI Dynamic Bond Fund - Regular Plan - Growth

Dynamic Bond NAV 31.0884 0 27 September, 2023

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 Details

Category Dynamic Bond
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2004
Benchmark CRISIL Composite Bond
Asset Size(Cr) 2941.0724
Turn over 78%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,0.25% will be charged for redemption within 30 days
Expense Ratio 1.64
Fund Manager Dinesh Ahuja, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.46% 0.33% 0.37%
1 M 1.78% 1.68% 1.41%
3 M 2.69% 2.58% 2.35%
6 M 5.09% 5.48% 4.36%
1 Y 7.6% 7.16% 6.33%
2 Y 4.84% 5.04% 4.7%
3 Y 4.98% 5.69% 5.29%
5 Y 7.49% 8.07% 6.56%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 2.51 0.34 0.55 1.06 7.48 5.62
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 19.82%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Dynamic Bond Fund - Regular Plan - Growth 7.6% 4.98% 7.49%
ICICI Prudential All Seasons Bond Fund - Growth 7.16% 6.64% 7.66%

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How to Make a Portfolio Free from High Risk with SBI Dynamic Bond Fund?

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 – The Preface

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.

SBI Dynamic Bond Fund G : Features and Benefits

  1. Doesn’t Involve the Usual Debt Fund Mandate : Debt funds are fenced with tight rules which they ought to follow at all costs. For example, a short-term bond fund is permitted to invest only in the short-term securities and vice-versa. One of the most riveting advantages of SBI Dynamic Bond Growth Fund is that there is no such hard and fast rule to follow. The fund may contain both long-term and short-term securities, depending upon the interest rate movements and the fund manager’s convictions. 
  2. Tax Benefits : Time plays a very important role in mutual funds, especially when the magnitude of advantages is decided by the duration of your investments. To receive the tax benefit of indexation on capital gains, you should at least hold your investment in SBI Dynamic Bond Fund G for at least three years. A premature redemption will not only deprive you of the tax benefits but also make you liable for paying an exit load (if redeemed within 30 days of investment) to the tune of 0.25% of the value of the investments. 
  3. The NAV : Though not directly proportional to the returns or growth, knowing NAV does certainly help to chalk out a superb plan which is falling well within the budget. As of 26th June 2018, the SBI Dynamic Bond Fund G NAV stood at Rs. 21.3552, after experiencing a gain of 0.02% in its value. 
  4. Macroeconomic Factors : To take the best advantage of your investment in SBI Dynamic Bond Fund Growth online, you should plan a long-term investment which is at least 3-5 years long. This is because the changing oil prices, government policies, and other economic factors have a direct impact on dynamic bond funds, thus fuelling risks for the short-term.
  5. The Returns : Earning good returns from the investment is one of the foremost reasons as to why a person invests in mutual funds. It has spilled some appreciable numbers in the market in the past, where the average of the past five year returns stands at 7.00%, which is a good yield for a fund that is more focused on the high-quality debt instruments rather than incorporating risky equity stocks. The fund has also beaten the benchmark in the 3-year and five-year investment segments, and have set the bar of performance higher for the peers. 

Who Can Invest in SBI Dynamic Bond Fund G?

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.

What You Should Remember While Investing in SBI Dynamic Bond Growth Fund?

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:

  • Be sure that you are planning an investment for at least three years or more; else it is not advisable for you to add up this scheme in your investment plan.
  • And most importantly, do not compare yourself with other investors as every investor is different and has a different outlook towards his investments. Mixing your objectives and choices with others will jeopardize a healthy plan and decelerate your chances of scoring success.
  • Have a proper scan of your profile before you decide on investing in SBI Dynamic Bond Fund Regular Plan G. This involves answering some simple questions like your risk tolerance, your desired rate of returns and your objectives. You may ask your financial advisor, or take the on-call assistance provided by MySIPonline.

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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Meet Our Clients
I invested online in SBI Dynamic Bond Fund growth 5 years ago to keep my investment secure and get steady gains over it. I am thankful to the fund as it has multiplied my investment by 1.5 times. This fund provides attractive returns through an actively managed debt portfolio, and the instruments are of high quality. I would recommend it to every investor seeking moderate growth with low risk.
Arun Sharma
As my risk-appetite is low, mysiponline has provided suggestion to invest in SBI Dynamic Bond Fund. The support team has helped me a lot in completing my profile and explaining the process of investment. Their suggestions based on market trends are also amazing to keep pace with the speed of the mutual fund industry.
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