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.5000/- and in multiples of Rs.1/- thereafter


• Plan/ Options available - Regular Plan and Direct 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