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SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH

Hybrid: Conservative | Open Ended Schemes

Nav : 42.2131

-0.13 (-0.3 %)

24-02-2020

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to equity funds and can give better returns than fixed income instruments as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 3 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Mar 24, 2001)

7.9%

10 Year Returns

8.43 %

Doubled Money

9 Years 5 Months

Sharp Ratio

2.56 %

Volatility

3.49 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
9 Years 5 Months
18 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH 24-03-2001 10.26 5.87 5.6 7.17 8.43
BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option 08-09-2004 14.01 9.36 8.0 7.2 7.76
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth 24-04-1988 13.94 9.27 7.98 6.92 8.77
Kotak Debt Hybrid - Growth 02-12-2003 13.08 7.15 7.19 7.74 8.77
HSBC Regular Savings Fund - Growth 24-02-2004 11.74 6.37 5.89 6.08 8.07
Franklin India Debt Hybrid Fund - Growth 28-09-2000 11.07 7.06 6.81 6.83 8.69
LIC MF Debt Hybrid Fund-Regular Plan-Growth 01-06-1998 10.86 6.65 6.25 6.28 6.69
ICICI Prudential Regular Savings Fund - Plan - Growth 01-03-2004 10.85 8.5 8.81 8.71 9.97
BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 10.26 6.73 7.13 6.78 8.03
L&T Conservative Hybrid Fund- Regular Plan - Growth 31-07-2003 10.19 6.71 6.5 6.03 7.24

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
Mar 24, 2001
Expense Ratio
1.81%
Fund Category Risk
MODERATE
Asset Size
1,064.2 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
7.9%
Contact Details
Fund Manager(s)
Mr. Dinesh Ahuja, Mr. Ruchit Mehta

PORTFOLIO ANALYSIS of SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH

PERFORMANCE of SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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