GulaQ

SBI DEBT HYBRID FUND DIRECT MONTHLY DIVIDEND PAYOUT

Allocation
Conservative Allocation
4
(0.11%)

Returns

8.73%

1 Year Return

NAV

₹16.23

as 22nd Jan 2020

Min. SIP Amount

₹500.00

Created with Highstock 6.2.0LowModerateHigh
Created with Highstock 6.2.0Historical NAV2013201420152016201720182019202020142016201820201012141618Zoom1m3m6mYTD1yAllFromDec 31, 2012ToJan 22, 2020
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    ₹436.82

    8.74%

Created with Highstock 6.2.0₹5175₹5175₹5337.5₹5337.5₹5386.82₹5386.82₹5436.82₹5436.82Bank AccountFixed DepositRegular MFGULAQ MF02k4k6k

Min Lumpsum Amount

₹5,000.00

Expense Ratio

1.21%

Exit Load

1.00% if redeemed within 12 months.


Fund Details
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Company Allocation
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Other Details

SBI Debt Hybrid Fund 

 

About SBI Debt Hybrid Fund 

 

It is a hybrid mutual fund scheme that was launched by SBI mutual fund. Later on, it was introduced on 9th April 2001 to its investors. Currently, the fund is managed by Ruchit Mehta, and Dinesh Ahuja. Also, the fund growth is rated moderate risk. The minimum SIP investment is INR 500, and, lumpsum investment is INR 5000.  

 

Investment Objective 

 

The objective of this scheme is to provide liquidity, attractive returns, and regular income to the investors through an actively managed portfolio of equity, debt & equity market instruments. Income may be generated through the amortization of the discount on the debt instruments, the receipt of coupon payments, purchase/sale of securities in the underlying portfolio. 

 

Pros of SBI Debt Hybrid Fund 

 

  • The returns are better if invested for more than 10 years. 

  • 1-year returns are higher than the benchmark 

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About SBI Mutual Fund 

 

SBI Mutual Funds is a joint venture between the largest bank State Bank of India and a European asset management company, named Amundi. The SBI mutual fund company was constituted as a Trust under the provision of Indian Trust Act 1882 particularly registered with SEBI (The Securities and Exchange Board of India). The headquarters are based out of Mumbai, India.