SBI Debt Hybrid Fund (Hybrid, Hybrid Conservative Hybri)

18 yrs 12 monthsStarted on:24 Mar 2001
₹ 1064.2 Cras on: 27 Feb 2020
Medium Horizon
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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TenureReturns (CAGR)
1 Month0.49
3 Month1.31
1 YR9.55
2 YR5.46
3 YR5.38

SIP Returns

TenureReturns (CAGR)
1 YR8.44
2 YR7.31
3 YR5.74
5 YR6.42
10 YR8.19


Company Name% Assets
State Bank of India 02/11/2028 8.90%9.99
GOI 28/01/2024 7.32%8.25
GOI 08/04/2026 7.27%5.34
Tata Power Co. Ltd. 21/02/2023 8.84%5.23
ICICI Bank Ltd. 9.15%4.82
GOI 26/12/2029 6.79%4.66
Tata Motors Ltd. 30/06/2023 9.27%3.59
Power Finance Corpn. Ltd. 25/09/2024 9.25%3.48
Tata Capital Housing Finance Ltd. 14/01/2023 8.10%3.3
Allahabad Bank 27/12/2029 9.53%2.95

Top Sectoral Holdings

Sector Name% Assets
Cons Durable1


Standard Deviation4.01%

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.