SBI Mutual Fund launches SBI Dual Advantage Fund Series XXVII

NFO period: 05^th March – 16^th March, 2018

Highlights of the NFO:

• Scheme type – A close ended Hybrid Scheme


• Investment objective – The primary investment objective of the scheme is to generate income by investing in a portfolio of fixed income securities maturing on or before the maturity of the scheme. The secondary objective is to generate capital appreciation by investing a portion of the scheme corpus in equity and equity related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.


• Product suitability – The product is suitable for investors who are seeking income and capital appreciation by investing primarily in debt and money market instruments for regular returns & equity and equity related instruments for capital appreciation.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Direct Plan and Regular Plan having Growth Option and Dividend Option.


• Fund Manager – Mr. Rajeev Radhakrishnan and Mr. Ruchit Mehta


• Benchmark – CRISIL Hybrid 85+15 - Conservative Index


• Maturity – 1111 days from the date of allotment