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Asset Size:1050Cr
Expense Ratio:1.81%
Fund Manager(s):Dinesh Ahuja,Ruchit Mehta,
5year Returns:5.01%

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SBI Debt Hybrid Fund Regular Growth

SBI Mutual Fund       

Balanced Debt
Conservative Allocation

Nav : 38.3212 ( -1.27%) April 3rd, 2020

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

5.01%

Investment Horizon

1-3 Yr

Doubled Money

14yrs 3m

Returns since April 9th, 2001

7.32%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

21L

Projected Maturity Amount

78.2L

SBI Mutual Fund     

Balanced Debt
Conservative Allocation

Nav : 38.3212 ( -1.27%) April 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

Conservative investors looking for a very little equity exposure should invest in this fund to gain tax benefits with an investment horizon of at least 3 years. Effective tax rate can be lower than 5%.

Ideal for a short term goal like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

21L

Projected Maturity Amount

78.2L

Rank (of 245)

5

Annualized Returns(5 yrs)

5.01%

Investment Horizon

1-3 Yr

Doubled Money

14yrs 3m

Returns since April 9th, 2001

7.32%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
April 9th, 2001
Expense Ratio
1.81%
Fund Category Risk
Moderate
Std Dev (1Yr)
8.322
Std Dev (3Yr)
5.764
Std Dev (5Yr)
5.154
Asset Size
1050Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.32 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
7.51 %
Modified Duration
3.51
Contact Details
Phone No.
+91 22 61793000
Website