SBI Debt Hybrid Fund Regular Growth - Latest NAV ₹43.8847, Returns, Performance & Portfolio

SBI Debt Hybrid Fund Regular Growth

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Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.26 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years8.11%
5 Years7.03%
3 Years4.69%
1 Year7.3%
6 Months10.73%
Fund Details
RiskModerate Risk
Fund TypeConservative Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
6.19% Govt Stock 203428.15%
5.77% GOI 20306.14%
Allahabad Bank4.55%
Coastal Gujarat Power Limited4.29%
TMF Holdings Limited3.6%
Manappuram Finance Limited3.25%
Syndicate Bank3.2%
Embassy Office Parks Reit3.04%
L&T Metro Rail (Hyderabad) Limited2.83%
The Tata Power Company Limited2.71%

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.

iii) Redemption

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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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.26 Lakhs in a period of 20 years
Moderate Risk

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