SBI Dynamic Bond SIP (Mutual Funds) Calculator - What are the options available to you to invest in fixed income securities? Fixed deposit of banks, Infrastructure bonds, post office deposit, government securities, corporate bonds etc. are some of the options. Investment in options like fixed deposit of banks, post office deposit is simple and easily understood as these investments are generally held till maturity & are not traded on any stock exchange or other platforms. These investments are considered as safe investment however these investments suffer from lack of liquidity and also returns are linear. Investors are not able to benefit from potential capital gains arising in the falling interest rate scenario.
Investment in government securities, corporate bonds etc. is not simple & easily understood. But these investments are traded on various platforms and prices of these securities are available on day to day basis. Therefore these securities provide liquidity and opportunity for potential capital gains in the falling interest rate scenario. Investments in these securities require professional management.
The investment objective of the SBI Dynamic Bond Fund is to actively manage a portfolio of good quality debt as well as money market instruments so as to provide reasonable returns and liquidity to the unit holders.
SBI Dynamic Bond Fund invests across all fixed income securities and across maturities. Investment is done on the basis of expected interest rate scenario and credit research. The fund follows an active duration management strategy.
Category: | DEBT |
AAUM: | Rs 3078.25 Cr as on 30 Apr 2017 |
Investment Options: | Dividend , Growth |
Entry Load: | N.A. |
Inception: | February 09, 2004 |
Benchmark: | Crisil Composite Bond Fund Index |
Check Portfolio | Performance | Document |
To actively manage a portfolio of good quality debt as well as money market instruments so as to provide reasonable returns and liquidity to the unit holders.
Investment Information |
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SIP | Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks |
Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months | |
Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year | |
Lumpsum | Rs 5000 |
SWP | Minimum Rs. 500 per month/ per quarter |
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