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In the pursuit of investing our hard-earned money, we often face an investment dilemma that forces us to choose between income and growth. SBI Mutual Fund understands this need and we, therefore, bring to you a unique fund: SBI Dual Advantage Fund - Series XXIX.
SBI Dual Advantage Fund - Series XXIX is a 1100 days' close-ended hybrid scheme. The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in Equity and Equity-related instruments. However, there can be no assurance that the investment objective of the Scheme will be realised.
A hybrid scheme like SBI Dual Advantage Fund - Series XXIX endeavours to combine the benefits of multiple asset classes i.e. Equity and Debt. This helps you to benefit from the growth opportunities of the equity market with stability from debt. An example of the daily three-year rolling returns of Nifty 50, Crisil Composite Bond Fund Index and CRISIL Hybrid 85+15 - Conservative Index (as on June 15, 2018) given below shows how the representative indices have performed:
Type of scheme: A close-ended Hybrid Scheme: A close-ended Hybrid Scheme
Tenure of the scheme: 1100 Days
Benchmark: Crisil Hybrid 85 + 15 - Conservative Index
Plans/Options offered: The scheme would have two plans, viz. Direct Plan & Regular Plan. Both plans will have two options - Growth and Dividend. Dividend option has the facility of payout & transfer. Dividend transfer facility will be available to NFO investors only.
Minimum Application Amount: Rs. 5,000/- and in Multiples of Rs. 1 thereafter
Exchange Listing: Units of the scheme will be listed on NSE Ltd.
Exposure to domestic securitized debt may be to the extent of 40% of the net assets. The Scheme shall not invest in ADR/ GDR/ foreign securities / foreign securitized debt.
$ Exposure to derivatives may be to the extent of 30% of the net assets.
The Scheme shall invest in repo including repo in corporate debt.
The scheme may engage in stock lending.
The scheme shall not engage in short selling.
The cumulative gross exposure through equity, debt and derivative position will not exceed 100% of the net assets of the scheme.
NSE Disclaimer: It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the SID has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of Disclaimer Clause of NSE.
Investments in securities, maturing on or before the date of the maturity of the Scheme
Flexibility to invest in the entire range of debt instruments
Investment in AA or above-rated securities
Targeted investment between 80%-95% (Including 10% - 15% in Governement Securities)
Invest in diversified portfolio of Equity & Equity-related instruments
Mix of bottom-up & top-down approach for stock-picking
Primarily focus on companies that have demonstrated characteristics such as market leadership, strong financials and quality management
Targeted investment in Equity & Equity-related instruments between 5% and 20%
Quality Debt Portfolio - High quality debt securities endeavour to minimize credit risk and matching maturity reduces interest rate risk. Investment in AA and above rated securities only
Growth Potential - Primarily focus on companies that have demonstrated characteristics such as market leadership, strong financials and quality management. Equity portion will be actively managed
Tax efficiency - Avail indexation benefits and thereby potential tax efficient returns (as per current tax laws)
Investors with low to medium risk appetite
High net worth individuals
First time mutual fund investors who would like to enjoy the debt returns with an additional equity upside
An investor who is looking for income as well as capital appreciation
By registering on this portal, you hereby authorise SBI Mutual Fund, SBI Funds Management Pvt. Ltd. and/or its authorized service provider(s)to communicate Mutual Fund scheme related matters/documents and other information related to the investment products either through telephone, email or such other means overriding any NDNC registration. Please read the disclaimer & policy section of the website for more information
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