SBI Mutual Fund has launched a new Fund of Funds scheme — SBI Dynamic Asset Allocation Active FOF, open for subscription from 25th August to 8th September 2025. With a high-risk profile, this NFO seeks to generate long-term capital appreciation by investing in actively managed equity-oriented and debt-oriented mutual fund schemes.
Key NFO Details
| Details | Information |
| Fund Name | SBI Dynamic Asset Allocation Active FOF (Direct – Growth) |
| NFO Period | 25 August 2025 to 8 September 2025 |
| Allotment Date | 8 September 2025 |
| Category | Fund of Funds |
| Risk Level | High Risk |
| Fund Type | Open-ended |
| Investment Option | Growth & IDCW |
| Minimum Investment | ₹5,000 |
| Entry Load | NIL |
| Exit Load | 1% if redeemed before 365 days |
| Stamp Duty | 0.005% as per SEBI |
Investment Objective
The scheme is designed to:
• Generate long-term capital appreciation by investing in actively managed equity-oriented and debt-oriented mutual fund schemes.
This approach allows investors to gain exposure to a diversified portfolio across equity and debt through a single fund of funds structure.
Fund Managers
| Fund Manager | Qualification | Experience |
| Ardhendu Bhattacharya | NA | NA |
| Nidhi Chawla | BBS, MBE, CFA (USA) | Over 9 years experience in the mutual fund industry; joined SBI Mutual Fund in May 2007, covering sectors including Real Estate, Infrastructure, and Construction |
How Does This Compare with the Category?
As a new fund, there is no past performance data available. Investors can refer to other fund-of-funds schemes for category averages, but NFOs should be assessed primarily on investment objective, risk, and fund management expertise.
Should You Invest in This NFO?
Investing in this NFO may make sense if:
• You are seeking high-risk exposure with potential for long-term capital growth.
• You prefer a diversified portfolio across equity and debt funds through a single investment.
• You have confidence in SBI Mutual Fund’s fund management expertise.
However, do note:
NFOs have no historical performance record, making them more suitable for informed or risk-tolerant investors.
Also Read:
- Union Diversified Equity All Cap Active FoF NFO: A High-Risk Equity FoF Opportunity for 2025
- Axis Nifty500 Quality 50 Index Fund NFO: A Quality-Driven Index Strategy for 2025
- Motilal Oswal Special Opportunities Fund NFO: A Thematic Approach to Long-Term Growth
- Zerodha Multi Asset Passive FoF NFO: A Diversified Passive Approach for 2025
- SBI Nifty100 Low Volatility 30 Index Fund NFO: Targeting Stability in Volatile Markets
About SBI Mutual Fund
| Details | Information |
| Total AUM | ₹1,199,811.03 Cr (as on 30 June 2025) |
| Registrar | Computer Age Management Services Pvt. Ltd. |
| Investor Service | Mr. C A Santosh – Investor Relations Officer |
| Website | sbimf.com |
| partnerforlife@sbimf.com | |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051 |
| Telephone | 022-61793000 |
| Fax | 022-67425687 |
Final Thoughts
If you’re looking to start or diversify your portfolio with a fund-of-funds structure in 2025, the SBI Dynamic Asset Allocation Active FOF NFO may be worth considering — especially for its potential to balance equity and debt exposure under professional management.
Before investing, review the scheme document and addendum carefully to ensure they align with your financial goals and risk appetite. For a smarter and more convenient investing experience, consider exploring mutual fund investments with Torus Digital.
