SBI Mutual Fund launches SBI Dynamic Asset Allocation Active FoF
SBI Mutual Fund, India’s largest fund house announces the launch of SBI Dynamic Asset Allocation Active FoF, an open-ended fund of fund (FoF) scheme investing in units of actively managed equity and debt-oriented mutual fund schemes. The New Fund Offer (NFO) period opens on August 25, 2025, and closes on September 8, 2025.
The investment objective of the scheme shall be to generate long-term capital appreciation by investing in actively managed equity oriented and actively managed debt oriented mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.
Mr. Nand Kishore, MD & CEO, SBI Funds Management Limited, SBI Funds Management Limited, said: “our focus has always been on delivering innovative investment solutions that help investors navigate changing market cycles with confidence. The SBI Dynamic Asset Allocation Active FoF is one such example, providing investors a convenient one-fund solution combining multiple existing strategies through a mix of existing actively managed equity and debt-oriented funds. By adjusting allocations across asset classes, based on evolving market conditions, it aims to effectively provide diversification, manage risk and opportunities for long-term wealth creation.”
Mr. D P Singh, Deputy MD & Joint CEO, SBI Funds Management Limited, said: "Today, we find ourselves in a market environment, where investors are once again looking to navigate both equity and fixed income markets, with a convenient yet robust asset allocation strategy. The SBI Dynamic Asset Allocation Active FoF seeks to adapt to these evolving market conditions, offering a diversified, all-in-one solution by investing in a mix of existing actively managed equity and debt-oriented funds.”
The scheme will primarily invest between 35% to 65% of its assets in actively managed equity and equity-oriented schemes, 0% to 65% in actively managed debt and debt-oriented schemes, and up to 5% in money market instruments. It will invest in units of existing mutual fund schemes of SBI Mutual Fund and/or other mutual funds. The investor will bear the recurring expenses of the Scheme, in addition to the expenses of the underlying Scheme(s). The minimum application amount during the NFO is Rs. 5,000 and in multiples of Re. 1 thereafter. Additional purchases can made for a minimum of Rs. 1,000 and in multiples of Re. 1 thereafter. Investments can be made through SIPs (Systematic Investment Plans) on a daily, weekly, monthly, quarterly, semi-annual, or annual basis. For complete details, please refer to the Scheme Information Document and Key Information Memorandum available on www.sbimf.com
The fund will be managed by Ms. Nidhi Chawla for the equity portion and Mr. Ardhendu Bhattacharya for the debt portion.
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