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New NFO ( New Fund Offer ) SBI Dynamic Asset Allocation Active FoF (DAAF) is coming during the NFO Period, from 25th Aug to 8th Sep 25.

🤔 What is a Dynamic Asset Allocation Fund?

A Dynamic Asset Allocation Fund is a type of investment fund that automatically shifts money between things like stocks, bonds, and cash based on market conditions.

The goal is to grow your money while also reducing risk by adjusting to what’s happening in the economy. It’s managed by experts who decide where to invest at any given time. Flexibly manages investments between Equity and Debt by analyzing market conditions.

Want to know how to choose a good mutual fund?

➢ Investment Objective:- To balance growth potential (equity) with stability (debt) through active allocation.

➢ Risk Management:- Designed to cushion against volatility by adjusting exposures.

📌 Investment Allocation

➢ Equity: 35 – 100%

➢ Debt & Others: 0–65%

➥ Benchmark:- Nifty 50 Hybrid Composite Debt 50:50 Index

🧭 Why Consider This Fund?

✅ Combines growth + stability in a single product.

✅ Reduces emotional decision-making in asset allocation.

✅ Long-term Capital appreciation

➥ FUND MANAGER:-

Ms. Nidhi Chawla – For Equity Portion

Mr. Ardhendu Bhattacharya – For Debt Portion

➥ Taxation:-

Long-term (≥2 years): 12.5% tax on gains

Short-term (<2 years): Taxed as per the individual income tax slab

➥ Riskometer:-          

The RISK of the Scheme is HIGH

The RISK of the Benchmark is HIGH

➥ Exit Load:-

12 months from the date of allotment is NIL

More details about this NFO

Investments in a Mutual Fund are subject to market risk. Please read the Documents Carefully.