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Fund of Funds (Domestic)📊 NIFTY 50 HYBRID COMPOSITE DEBT 50:50 INDEX

SBI Dynamic Asset Allocation Active FoF · Regular · Growth

SBI Mutual Fund

NAV

₹10.0452

as of 16 Jun 2026

Expense Ratio

1.33%

AUM

₹2,332 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+0.28%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+0.67%

Returns calculated from 25 August 2025 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹4,938

Benchmark

₹4,793

+₹145 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹5,000

Invested

₹4,938

Value today

-3.1%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹4,936

Value today

-1.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,10,511

Value today

+3.1%

vs lumpsum

STP beat direct lumpsum by 3.1% — reduced timing risk paid off

Model your own STP with real NAV

Performance Comparison

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Fund Details

Fund HouseSBI Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 HYBRID COMPOSITE DEBT 50:50 INDEX ✓
Launch Date25 Aug 2025
AMFI Code153831
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadFor units purchased or switched in from another scheme to the fund are redeemed or switched out on or before 12 months from the date of allotment: Upto 25% of the investments Nil For remaining investments 1% of applicable NAV

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

SBI Dynamic Asset Allocation Active FoF · Regular · Growth by SBI Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

SBI Dynamic Asset Allocation Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by SBI Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹2,332 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 HYBRID COMPOSITE DEBT 50:50 INDEX. The current expense ratio is 1.33%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations