Fund Details
SBI Debt Hybrid Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.19% |
| NAV | ₹48.61 (12 May 2021) |
|---|---|
| Fund Started | 09 Apr 2001 |
| Fund Size | ₹1,358 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
1. Higher expense ratio - 1.82%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Debenture | 2.0% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 1.0% |
| Procter & Gamble Hygiene & Health Care Ltd. | FMCG | Equity | 1.0% |
| PI Industries Ltd. | Chemicals | Equity | 0.9% |
| Bajaj Finance Ltd. | Financial | Equity | 0.8% |
| ICICI Bank Ltd. | Financial | Equity | 0.8% |
| The Ramco Cements Ltd. | Construction | Equity | 0.7% |
| Automotive Axles Ltd. | Automobile | Equity | 0.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.7% |
| Esab India Ltd. | Engineering | Equity | 0.4% |
Fund Managers
SBI Debt Hybrid Fund Growth Details
SBI Debt Hybrid Fund Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 09 Apr 2001. Dinesh Ahuja, Ruchit Mehta is the Current Fund Manager of SBI Debt Hybrid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,358 Cr and the Latest NAV as of 12 May 2021 is ₹48.61.
The SBI Debt Hybrid Fund Growth is rated Moderately High 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
Investment Objective
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.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
