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SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth+0.09%

13.77%
1 Year Return
Hybrid
Conservative
6M
1Y
All

Fund Details

SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.28%
NAV₹11.61 (12 May 2021)
Fund Started24 Mar 2020
Fund Size26 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.8%
-
-
14.5%
Category Average
13.0%
6.3%
6.7%
-
Rank Within Category
21
-
-
-
*All returns are annualized.
ONE TIME
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 13.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Bihar StateOthersSDL51.3%
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Larsen & Toubro Ltd.ConstructionNCD4.0%
Kerala StateOthersSDL2.0%
Divi's Laboratories Ltd.HealthcareEquity0.9%
Avenue Supermarts Ltd.ServicesEquity0.8%
SBI Life Insurance Company Ltd.FinancialEquity0.7%
Dabur India Ltd.FMCGEquity0.6%
See All

Fund Managers

Rajeev Radhakrishnan
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Ruchit Mehta
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SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth Details

SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 24 Mar 2020. Rajeev Radhakrishnan is the Current Fund Manager of SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹26 Cr and the Latest NAV as of 12 May 2021 is ₹11.61.

The SBI Capital Protection Oriented Fund Series A (Plan 8) Direct Growth is rated Moderate risk. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to protect the capital by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme as the primary objective and generate capital appreciation by investing in equity and equity related instruments as a secondary objective.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹5000
Min for Second Investment
Nil
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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