SBI Debt Hybrid Fund (G)

3
Conservative Hybrid NAV 40.8327 0.31 18 October, 2019
  • 8.26%
  • 8Y 9M
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) 1086.84 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.77% (As on Sep 30, 2019)
Fund Manager Dinesh Ahuja, Ruchit Mehta

Investment Returns (As on 18 Oct, 2019)

  • 3 Month 2.49%
  • 6 Month 2.88%
  • 1 Year 10.78%
  • 3 Year 5.06%
  • 5 Year 8.26%
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) 10.78% 5.06% 8.26%
Nippon India Hybrid Bond Fund (G) 4.36% 4.9% 7.28%
Aditya Birla Sun Life Regular Savings Fund (G) 7.78% 4.56% 8.77%
Axis Regular Saver Fund (G) 3.52% 4.29% 6.23%
DSP Regular Savings Fund (G) 6.06% 2.83% 6.24%

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