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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – SBI Dynamic Bond

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Name of the Fund: SBI Dynamic Bond (G)

Ranked #1 by CRISIL

Category: Debt- Income

Expense Ratio: 1.80%

Risk Level: Low

Benchmark: Crisil Composite Bond

Objective: 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.

Returns (Annualized)

1-Year3-Year5-Year
4.36%8.77%7.02

Our Review

SBI dynamic bond fund (g) was launched in Feb, 2004. It has managed to beat its category average as well as the benchmark index in the 1, 3 and 5 years period. It manages more than Rs. 7,000 crore worth assets.

The fund invests in G-sec, corporate bond and money market instruments. It has shown flexibility to invest in debt related instruments of different tenures. The fund is suitable for those looking at regular income for medium term.

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