SBI Mutual Fund · Tactical Allocation

SBI Tactical Allocation SIF

Dynamically allocates between equity, debt, gold and global assets using quantitative regime signals and macro indicators.

NAV

₹128.55

▲ 0.32% today

1Y Return

+19.80%

3Y CAGR

+15.60%

Volatility

9.4%

Max DD

-10.20%

Sharpe

1.54

AUM

₹3,420Cr

Live NAV proxied via SBI Dynamic Asset Allocation Active FoF - Direct - Growth (AMFI · mfapi.in). SIFs are a new SEBI category and do not yet appear in the public AMFI feed.

NAV Performance

Since inception

Nov 2021Today · ₹128.55

Monthly Return Heatmap

Calendar consistency view

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2022	-3.9	+1.3	+0.8	-3.4	+4.2	+2.8	+6.0	+2.1	-0.6	+2.9	+0.2	-4.5
2023	+1.8	-3.9	-1.1	+1.2	+4.9	+5.7	+5.1	+1.7	-2.6	+1.3	+4.1	+5.2
2024	+3.0	+2.7	-3.0	-4.6	-0.7	+2.5	+5.2	-4.1	-4.6	+5.1	-1.6	+4.8
2025	+2.7	+5.8	-4.3	+3.5	+3.2	+5.4	-2.4	+6.5	-0.1	+6.3	-1.7	+2.5
2026	+4.6	+4.4	-1.2	-2.9	+5.8	-1.8	+3.0	+5.7	-4.1	-1.1	-1.3	-4.1

Market Environment Fit

Expected behavior across regimes

Bull Market

Strong

Sideways Market

Strong

Bear Market

Moderate

Portfolio Composition

Top exposures

Equity48%

Debt24%

Gold14%

Global10%

Cash4%