SBI Debt Hybrid Fund Growth+0.23%

10.21%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Debt Hybrid Fund Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.83%
NAV45.64 (27 Nov 2020)
Fund Started09 Apr 2001
Fund Size964 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.2%
6.1%
7.9%
7.5%
Category Average
6.7%
5.0%
7.1%
-
Rank Within Category
7
13
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Age is more than 10 years
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    6. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Risk-adjusted returns are lower compared to the category
    8. Higher expense ratio - 1.81%

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec31.0%
    Indian BankFinancialDebenture4.6%
    Coastal Gujarat Power Ltd.EngineeringDebenture4.3%
    TMF Holdings Ltd.FinancialDebenture3.6%
    GOISovereignGOI Sec3.4%
    Manappuram Finance Ltd.FinancialDebenture3.3%
    Canara BankFinancialBonds3.2%
    Embassy Office Parks REITConstructionNCD3.1%
    L&T Metro Rail (Hyderabad) Ltd.ConstructionDebenture2.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialDebenture2.7%
    See All

    Fund Managers

    Dinesh Ahuja
    keyboard_arrow_down
    Ruchit Mehta
    keyboard_arrow_down

    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 ₹964 Cr and the Latest NAV as of 27 Nov 2020 is ₹45.64.

    The SBI Debt Hybrid Fund 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

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
    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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