SBI Debt Hybrid Fund (G)

3
Conservative Hybrid NAV 40.9595 -0.53 05 December, 2019
  • 7.32%
  • 9Y 10M
SBI Debt Hybrid Fund (G) was previously known as

SBI Magnum Monthly Income Plan (G)

Fund Details

Category Conservative Hybrid
Fund Type Open Ended
Investment Plan Growth
Launch Date 24 March, 2001
Benchmark CRISIL Hybrid 85+15 Conservative
Asset Size(Cr) 1093.28 (As on Oct 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 1.8% (As on Oct 31, 2019)
Fund Manager Dinesh Ahuja, Ruchit Mehta

Investment Returns (As on 05 Dec, 2019)

  • 3 Month 3.2%
  • 6 Month 2.1%
  • 1 Year 8.56%
  • 3 Year 4.63%
  • 5 Year 7.32%
Graph
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Asset Allocation

  • Equity: 14.76%
  • Debt: 79.56%
  • Cash: 5.68%

Top Sector Allocation

  • Sector Allocation (%)
  • CBLO6.1697
  • IndianRailwayFinanceCorporationLtd5.0873
  • MuthootFinanceLtd2.5514
  • ManappuramFinanceLtd1.9225
  • LTMetroRailHyderabadLtd1.9126
  • TataRealtyandInfrastructureLtd1.8608
  • CGL1.679
  • HousingDevelopmentFinanceCorporationLtd1.5928
  • RuralElectrificationCorporationLtd1.278
  • HDFCCredilaFinancialServicesPvtLtd1.2735

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Debt Hybrid Fund (G) 8.56% 4.63% 7.32%
Axis Regular Saver Fund (G) 2.67% 5.39% 5.41%
Aditya Birla Sun Life Regular Savings Fund (G) 6.15% 5.12% 7.43%
Nippon India Hybrid Bond Fund (G) 2.95% 4.63% 6.2%
DSP Regular Savings Fund (G) 4.72% 3.16% 5.31%

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