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SBI Mutual Fund

SBI Dynamic Asset Allocation Active FoF

SBI Mutual Fund · Direct plan · Growth

NAV
₹10.35
▲ 0.7% · 18 Sept 2026
Fund size
₹2,328 Cr
Expense ratio
0.25%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.24 and has returned – over a year.

Returns, and where it stands

Against the average fund of funds (domestic), and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Every period, and the Regular plan →
PeriodDirectRegular
1 month-1%-1.1%
3 months1.8%1.6%
6 months5.5%5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2025.

Plan

NAV history

▲ 3.09% in the last 1Y

9.5110.010.522 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹1,204
XIRR (per year)
3.74%
Value today
₹61,204

12 monthly instalments from 22 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 August 2026

  • Other funds99.5%
  • Cash0.48%

Top holdings

The ten largest holdings and their share of the fund
SBI MEDIUM TERM FUND - DIRECT PLAN - Growth OptionMutual Fund/ETF19.1%
SBI FOCUSED FUND - DIRECT PLAN -Growth OptionMutual Fund/ETF9.97%
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth OptionMutual Fund/ETF9.36%
SBI Medium to Long Term Fund-DIRECT PLAN -Growth OptionMutual Fund/ETF8.94%
SBI Dynamic Term Fund - DIRECT PLAN - Growth OptionMutual Fund/ETF7.25%
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -Growth OptionMutual Fund/ETF6.27%
SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - Growth OptionMutual Fund/ETF5.51%
SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - Growth OptionMutual Fund/ETF5.37%
SBI Innovative Opportunities Fund - Direct Plan - Growth OptionMutual Fund/ETF5.25%
SBI Automotive Opportunities Fund - Direct Plan - Growth OptionMutual Fund/ETF5.14%

and 4 more holdings.

From the monthly portfolio SBI Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
15 Sept 2025
Expense ratio
0.25%
as of 31 Jul 2026

Managed by Nidhi Chawla, Ardhendu Bhattacharya

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

SBI Dynamic Asset Allocation Active FoF against other funds in the Fund of Funds (Domestic) category
Fund1Y3Y5YExpenseFund size
Mirae Asset NYSE FANG + ETF Fund of Fund47.06%56.83%35.52%0.58%₹2,707 Cr
Mirae Asset S&P 500 Top 50 ETF Fund of Fund83.92%55.54%0.56%₹847 Cr
Kotak Silver ETF Fund of Fund82.92%46.35%0.63%₹1,004 Cr
UTI Silver ETF Fund of Fund80.47%46.29%0.13%₹655 Cr
Axis Silver Fund of Fund80.98%46.28%0.09%₹1,281 Cr
ICICI Prudential Silver ETF FOF80.56%46.15%0.54%₹6,514 Cr
SBI Dynamic Asset Allocation Active FoF0.25%₹2,328 Cr

About SBI Dynamic Asset Allocation Active FoF

SBI Dynamic Asset Allocation Active FoF is a fund of funds (domestic) managed by SBI Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

The investment objective of the scheme shall be to generate long-term capital appreciation by investing in actively managed equity oriented and actively managed debt oriented mutual fund schemes. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved.

The scheme's stated objective, as published by SBI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹10.3476153832
DirectIDCW₹10.3469153833
RegularGrowth₹10.2392153831
RegularIDCW₹10.2392153834

Frequently asked questions

What is the NAV of SBI Dynamic Asset Allocation Active FoF today?

The NAV of SBI Dynamic Asset Allocation Active FoF (Direct plan, Growth) is ₹10.3476 and the Regular plan NAV is ₹10.2392, as of 18 Sept 2026.

What returns has SBI Dynamic Asset Allocation Active FoF given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

What is the expense ratio of SBI Dynamic Asset Allocation Active FoF?

The Direct plan charges 0.25% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in SBI Dynamic Asset Allocation Active FoF?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has SBI Dynamic Asset Allocation Active FoF fallen in the past?

Its deepest fall was 7.8% from 2 Jan 2026 to 30 Mar 2026.

What does SBI Dynamic Asset Allocation Active FoF invest in?

As on 31 Aug 2026 it held 14 positions, the largest being SBI MEDIUM TERM FUND - DIRECT PLAN - Growth Option (19.1%), SBI FOCUSED FUND - DIRECT PLAN -Growth Option (10%), SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Option (9.4%). Portfolios change every month.

Which category does SBI Dynamic Asset Allocation Active FoF belong to?

It is a Fund of Funds (Domestic) from SBI Mutual Fund. Fund of funds that invest in other Indian mutual funds or ETFs, such as gold or silver ETFs.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from SBI Dynamic Asset Allocation Active FoF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.