SBI Debt Hybrid Fund Regular Growth
SBI Debt Hybrid Fund Regular Growth4Morning Star
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Min amount: ₹500
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|Fund Type||Conservative Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|State Bank Of India||9.68%|
|7.17% Govt Stock 2028||6.43%|
|The Tata Power Company Limited||5.39%|
|ICICI Bank Limited||4.93%|
|Tata Motors Limited (Earlier Tata Engineering And Locomotive Co. Ltd)||3.66%|
|POWER FINANCE CORPORATION LIMITED||3.58%|
|Tata Capital Housing Finance Limited||3.36%|
About SBI Debt Hybrid Fund
SBI Debt Hybrid Fund is an open-ended Equity scheme investing primarily in debt and money market instruments. It will also invest in equity and equity-related instruments. The scheme which was earlier known as SBI Magnum Monthly Income is suitable for mid-term to long-term investments for capital appreciation and regular returns.
Pros & Cons of SBI Debt Hybrid Fund
SBI Debt Hybrid Fund offers the following benefits: 1. The scheme invests only up to 25% available assets in equity thereby reducing the risk profile and volatility. 2. It is suitable for stable and regular income by exposing the investment to a range of market instruments. 3.Notably, the recent returns are less than average category returns.
Fund Information and Statistics of SBI Debt Hybrid Fund
i) Inception/ Launch date
The SBI Debt Hybrid Fund was launched on April 09, 2001, by SBI Mutual Funds.
ii) Risk level
Investing in SBI Debt Hybrid Fund is a moderate risk bet and suitable for investors with at least medium-term investment horizon.
Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.
iv) Fund Manager
The fund is jointly managed by Mr Dinesh Ahuja (Debt) and Mr Ruchit Mehta (Equity) since July 2011.
v) Entry / Exit load
The fund house does not charge any entry load or exit load if 10% investment is redeemed one year after the date of allotment. However, 1% exit load is charged if remaining is redeemed before one year from the date of allotment. No exit load is applicable after one year from the date of allotment.
Tax benefits of investing in SBI Debt Hybrid Fund
The Short-term capital gain tax is applicable as per the income tax slab if sold before 36 months. If the investments are redeemed after 36 months, a long-term capital gain tax of 20% with indexation is levied.
About SBI Mutual Funds
SBI Mutual Funds is a joint venture between SBI and Amundi which is one of the world’s leading fund management company based in France. SBI Mutual Funds strives to become the largest fund house across asset classes with consistent returns and good customer service. The fund house is backed by a solid management as well as equity team.
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Min amount: ₹500
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