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SBI Debt Hybrid Fund Direct Growth

Hybrid
Conservative Hybrid
Moderately High Risk
20.53%
1Y return
+0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹54.30
Min. SIP Amount₹500
Rating4star
Fund Size₹1,845.46 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Conservative Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.5%10.7%9.1%10.1%
Category average14.2%7.4%7.4%NA
Rank with in category7510NA
Understand termsinfo

Holdings (73)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills7.5%
GOI
SovereignCGL7.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.6%
Reliance Industries Ltd.EnergyDebenture4.2%
Tata Steel Ltd.MetalsDebenture3.9%
Mahindra Rural Housing Finance Ltd.
FinancialDebenture3.5%
GOI
SovereignGOI Sec2.8%
GOI
SovereignGOI Sec2.7%
Indian BankFinancialAdditional Tier 2 Bo2.4%
Coastal Gujarat Power Ltd.
EngineeringDebenture2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.6%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Dinesh Ahuja
Jan 2013 - Present
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Ruchit Mehta
Jan 2013 - Present
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Fund house & investment objective

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Fund house contact details

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