SBI Dynamic Bond Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund

Category: Debt: Dynamic Bond

Status: Open Ended Schemes

Launch Date: 10-02-2004

Minimum Investment: 5000.0

Asset Class: Fixed Income

Minimum Topup: 1000.0

Benchmark: CRISIL Dynamic Bond A-III Index

Total Assets: 4710.31 As on (28-11-2025)

Expense Ratio: 1.38% As on (28-11-2025)

Turn over: 81.00% | Exit Load:

\r\n\tFor exit within 1 month from the date of allotment

\r\n

\r\n\t- For 10% of investment - Nil

\r\n

\r\n\t- For remaining investments - 0.25%

\r\n

\r\n\tFor exit after 1 month from the date of allotment - Nil

\r\n

NAV as on 26-12-2025

36.1612

-0.0157

CAGR Since Inception

6.05%

CRISIL Dynamic Bond A-III Index 7.27%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Dynamic Bond Fund - Regular Plan - Growth 5.66 7.07 5.48 7.39 6.05
Benchmark - - - - -
Debt: Dynamic Bond 5.77 6.9 5.5 6.77 6.83

Funds Manager

Mr. Tejas Soman , Mr. Rajeev Radhakrishnan, Mr. Pradeep Kesavan,

RETURNS CALCULATORS for SBI Dynamic Bond Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Dynamic Bond Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Dynamic Bond Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Dynamic Bond Reg Gr 10-02-2004 5.66 7.08 7.07 5.48 7.39
360 ONE Dynamic Bond Reg Gr 24-06-2013 8.35 8.91 8.22 6.76 7.02
ICICI Pru All Seasons Bond Gr 01-05-2009 7.27 7.69 7.64 6.36 8.1
Axis Dynamic Bond Reg Gr 01-04-2011 7.21 7.79 7.38 5.63 7.38
Nippon India Dynamic Bond Gr Gr 05-11-2004 7.15 8.0 7.62 5.58 6.87
JM Dynamic Debt Reg Gr 25-06-2003 7.14 7.52 7.09 5.56 6.49
ABSL Dynamic Bond Gr Reg 27-09-2004 7.09 7.88 7.51 6.71 6.33
ABSL Dynamic Bond-Discipline Advtg Gr 30-03-2009 7.09 7.87 7.51 6.7 6.33
Mirae Asset Dynamic Bond Reg Gr 05-03-2017 7.04 7.05 6.65 4.73 0.0
UTI Dynamic Bond Reg Gr 23-06-2010 6.3 7.36 6.95 8.36 6.69

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Dynamic Bond Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Dynamic Bond Fund - Regular Plan - Growth 1.92 0.09 0.22 0.89 6.75 8.02
Debt: Dynamic Bond - - - - - -