SBI Mutual Fund Launches New NFO 25 Agust 2025

🚀 SBI Mutual Fund Launches 

Dynamic Asset Allocation Active Fund of Fund (FoF)

  NFO Details & Benefits

SBI Mutual Fund Launches New NFO 25 Agust 2025… SBI Mutual Fund, one of India’s leading asset management companies, has announced the launch of its latest New Fund Offer (NFO): SBI Dynamic Asset Allocation Active Fund of Fund (FoF). The NFO will open for subscription on 25th August 2025 and close on 8th September 2025.

This fund is designed to help investors achieve long-term capital appreciation by investing in a mix of actively managed equity and debt-oriented mutual fund schemes, both in India and overseas.

📌 What is SBI Dynamic Asset Allocation Active Fund of Fund?

A Fund of Fund (FoF) means that the scheme does not invest directly in stocks or bonds. Instead, it invests in other mutual fund schemes equity, debt, and hybrid based on market conditions.

This dynamic approach allows the fund manager to balance between growth (equity) and stability (debt) to optimize risk-adjusted returns.

🔑 Key Features of the Fund

1. Dynamic Allocation

The fund dynamically invests across equity and debt schemes, ensuring that your portfolio adapts to changing market cycles.

2. Active Management

Unlike passive allocation strategies, this scheme uses SBI’s in-house proprietary framework, which evaluates:

• Market valuations
• Interest rates
• Inflation trends
• Global macroeconomic conditions

This ensures timely adjustments between asset classes for better risk management.

3. Liquidity Management

The scheme can also invest in debt and money market instruments within strict limits, ensuring efficient liquidity handling.

4. Taxation Benefits – Debt Plus Category

• Holding < below 1 year redemption : Taxed at a flat 20% capital gain
• Holding ≥ 1 year above redemption : Taxed at a flat 12.5% capital gain

This makes it a tax-efficient option for medium-to-long-term investors.

🎯 Who Should Invest?

This NFO is ideal for:

✔️ Investors looking for a balanced mix of growth and stability.

✔️ Those who want professional allocation management without constantly tracking markets.

✔️ Investors seeking long-term wealth creation with optimized risk.

✔️ People participating in SBI’s Lakshya Campaign, since this NFO carries 100% weightage for fresh inflows.

📅 NFO Timeline

• Opens: 25th August 2025
• Closes: 8th September 2025

Post-NFO, the scheme will reopen for ongoing subscriptions and redemptions.

✅ Final Thoughts

The SBI Dynamic Asset Allocation Active Fund of Fund (FoF) offers investors a smart way to benefit from equity upside while managing risks with debt stability. Its active management approach makes it a suitable choice for investors who prefer a professionally managed asset allocation strategy rather than making allocation decisions themselves.

If you are planning for long-term wealth creation with reduced volatility, this NFO can be a promising addition to your portfolio.

Disclaimer:

Mutual funds investments are subject to Market risk! Read all scheme related documents carfully before investing, contact Mutual Funds DISTRIBUTER for more details.

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FAQ;

What is the new NFO mutual fund 2025?