| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.20% |
| NAV | ₹46.73 (29 Oct 2020) |
|---|---|
| Fund Started | 07 Jan 2013 |
| Fund Size | ₹959 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 28.1% |
| GOI | Sovereign | GOI Sec | 6.1% |
| Indian Bank | Financial | Debenture | 4.5% |
| Coastal Gujarat Power Ltd. | Engineering | Debenture | 4.3% |
| TMF Holdings Ltd. | Financial | Debenture | 3.6% |
| Manappuram Finance Ltd. | Financial | Debenture | 3.3% |
| Canara Bank | Financial | Bonds | 3.2% |
| Embassy Office Parks REIT | Construction | NCD | 3.0% |
| L&T Metro Rail (Hyderabad) Ltd. | Construction | Debenture | 2.8% |
| Tata Power Co. Ltd. | Energy | Debenture | 2.7% |
SBI Debt Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Dinesh Ahuja, Ruchit Mehta is the Current Fund Manager of SBI Debt Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹959 Cr and the Latest NAV as of 29 Oct 2020 is ₹46.73.
The SBI Debt Hybrid Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.