SBI Dynamic Bond Fund aims to provide investors attractive returns through investment in an actively managed portfolio of high quality debt securities of varying maturities to optimize the yield of the portfolio.
This Mutual Fund
Investment ofper month
gives returns of :
at 10.37% / annum
₹in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 10.37% per annum
Fund Portfolio Data & Volatility Analysis
Asset type breakdown
Fund Holdings - Top 10
Government Of India
Power Finance Corporation Ltd
Indian Railway Finance Corporation Ltd.
State Bank Of India
About this Fund
Mr. Ahuja is a B.Com (H) and MMS (Finance).He is managing the SBI Dynamic Bond Fund since January 2011 and prior to joining SBI AMC, he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.No tax is to be paid as long as you continue to hold the units.
For units in excess of 10% of the investment,0.25% will be charged for redemption within 30 days
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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