SBI Debt Hybrid (Hybrid, Hybrid Conservative Hybri)

Moderate
17 yrs 10 monthsStarted on:24 Mar 2001
₹ 1301.69 Cras on: 18 Dec 2018
Medium Horizon
1.90%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month1.51
3 Month1.47
2 YR3.89
3 YR6.90

SIP Returns

TenureReturns (CAGR)
1 YR1.28
2 YR1.6
3 YR3.92
5 YR6.58
10 YR8.17

Portfolio

Company Name% Assets
State Bank of India 02/11/2028 8.90%7.79
Reliance Industries Ltd. 16/09/2020 6.78%5.61
GOI 08/01/2028 7.17%4.48
Bharti Telecom Ltd. 19/02/20204.06
ICICI Bank Ltd. 9.15%3.72
Muthoot Finance Ltd. 24/06/2020 8.75%3
Hindalco Industries Ltd. 27/07/2022 9.55%2.8
Power Finance Corpn. Ltd. 24/07/2020 8.53%2.69
Tata Realty and Infrastructure Ltd. 23/05/2019 9.25%2.37
Syndicate Bank 11.25%2.31

Top Sectoral Holdings

Sector Name% Assets
Financial7.8
Construction3.4
FMCG2.4
Services2.16
Automobile1.66
Engineering1.59
Textiles1.42
Technology1.29
Energy1.26
Cons Durable1.21

Indicators

LabelValue
Standard Deviation4.06%
Sharpe Ratio0.03

Dinesh Ahuja,Ruchit Mehta

Mr. Ahuja is a B.Com (H) and MMS (Finance).Mr. Mehta is a B.Com (H), MSc (Finance) and CFA.
Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.Prior to joining SBI AMC he has worked with HSBC AMC, ASK Raymond James & Associates Pvt. Ltd. and Prabhudas Lilladher Pvt. Ltd.
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