Best SBI Hybrid Mutual Funds

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.

SBI Funds Management has been effectively managing and guiding India’s dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund’. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Top 10 Sbi Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
SBI Equity Savings FundHybridModerately High1.9%4star2,446
SBI Dynamic Asset Allocation FundHybridModerately High10.2%4star124
SBI Equity Hybrid FundHybridModerately High0.0%4star27,305
SBI Debt Hybrid FundHybridModerate-1.1%3star1,638
SBI Multi Asset Allocation FundHybridModerate2.1%2star325
SBI Arbitrage Opportunities FundHybridModerately Low6.9%2star2,184
View All Top 10 Sbi Mutual Funds

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Now let us jump and check about these top 10 mutual fund schemes.

SBI Equity Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Equity Savings segment and provided 8.44% annualized returns in the last 3 years. In the last 1 year, it gave 1.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.9% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Ruchit Mehta, Neeraj Kumar

Launch Date26 May 2015
Min Investment Amt1,000
Groww Rating4star
AUM2,446Cr
1Y Returns1.9%

SBI Dynamic Asset Allocation Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Balanced Advantage segment and provided 10.72% annualized returns in the last 3 years. In the last 1 year, it gave 10.22% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.22% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Dinesh Balachandran, Mohit Jain

Launch Date25 Mar 2015
Min Investment Amt5,000
Groww Rating4star
AUM124Cr
1Y Returns10.2%

SBI Equity Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 10.29% annualized returns in the last 3 years. In the last 1 year, it gave 0.02% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.02% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Rama Iyer Srinivasan, Dinesh Ahuja

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating4star
AUM27,305Cr
1Y Returns0.0%

SBI Debt Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 7.36% annualized returns in the last 3 years. In the last 1 year, it gave -1.15% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.15% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Dinesh Ahuja, Ruchit Mehta

Launch Date6 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM1,638Cr
1Y Returns-1.1%

SBI Multi Asset Allocation Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Asset Allocation segment and provided 7.82% annualized returns in the last 3 years. In the last 1 year, it gave 2.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.14% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Dinesh Ahuja, Ruchit Mehta

Launch Date14 Mar 2013
Min Investment Amt5,000
Groww Rating2star
AUM325Cr
1Y Returns2.1%

SBI Arbitrage Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 6.56% annualized returns in the last 3 years. In the last 1 year, it gave 6.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.9% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Neeraj Kumar

Launch Date10 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM2,184Cr
1Y Returns6.9%

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What does investing in SBI Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in SBI Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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