SBI Debt Hybrid Fund Direct Plan Growth

About SBI Debt Hybrid Fund - Direct Plan - Growth

SBI Debt Hybrid Fund is an open-ended hybrid scheme that predominantly invests in debt schemes and secondarily invests in equity and equity-related instruments. The debt investments are made after evaluating the macro-economic factors, market dynamics, and issuer specific factors. The exposure to equities has an upper limit of 25%.

Pros and Cons of SBI Debt Hybrid Fund - Direct Plan - Growth

The one-year and five-year returns of the fund have been higher than that of the category average returns. On the other hand, the risk-adjusted returns are lower than the category.

Fund Information and Statistics

i) Inception/Launch Date

The fund scheme was rolled out on 9 April 2001.

ii) Risk Level

The fund is suitable for investors who have moderate risk appetite. The fund invests primarily in debt and money market instruments and secondarily in equity and equity-related instruments.

iii) Redemption

There is no lock-in period for the principal invested in this fund. That means you can redeem the units according to your requirement. However, an exit load may be applicable.

iv) Fund Manager

Mr Dinesh Ahuja and Mr Ruchit Mehta are the current Fund Managers for the fund. They manage the debt and equity segment of the fund respectively.

v) Entry/Exit Load

Though there is no entry load for the fund, you may be charged an exit load of 1% when you redeem/switch out fund units in excess of 10% of the initial investment amount within one year from the date of allotment..

About SBI Mutual Fund

SBI Mutual Fund, one of the mutual fund houses in India, registered itself with SEBI on 23 December 1993. Furthermore, the fund house was set up on 29 June 1987. While the sponsor for the fund is State Bank of India, SBI Mutual Fund Trustee Company Private Limited is the trustee company for the fund house.