SBI Debt Hybrid Fund Direct Plan Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Moderately High risk|
|Fund Type||Conservative Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|5.85% Govt Stock 2030||8.23%|
|7.16% Govt Stock 2023||4.22%|
|Coastal Gujarat Power Limited||3.36%|
|TMF Holdings Limited||2.91%|
|Manappuram Finance Limited||2.51%|
|Embassy Office Parks Reit||2.43%|
|L&T Metro Rail (Hyderabad) Limited||2.2%|
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.
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.
" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "IT Developer, Bangalore
" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "Software Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "Campus Manager, Bangalore
Invest Now in 3 Easy Steps
Why ClearTax Invest?
- Our experts do all the research and offer only the BEST mutual funds
- Trusted by Over 25 Lakh Indians
- Invest in just 5 minutes
- No paperwork required
- Simple and easy to use
Frequently Asked Questions
- Read More
Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns