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SBI Balanced Hybrid Fund-Reg(G)

FAQ : SBI Balanced Hybrid Fund - Regular Plan - Growth

SBI Balanced Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of SBI Balanced Hybrid Fund - Regular Plan - Growth is ₹9.80.

It is better to invest in a fund with a longer track record as SBI Balanced Hybrid Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

SBI Balanced Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.54%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Balanced Hybrid Fund - Regular Plan - Growth is currently ₹1,980 Crores.

The Top three stocks are Wheels India, Sedemac Mechatronics and Aequs and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 9% and 17% of fund’s portfolio respectively.

Top three sectors of SBI Balanced Hybrid Fund - Regular Plan - Growth fund are Others, Miscellaneous and Auto accounting for 70% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Balanced Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Balanced Hybrid Fund.

Tanmaya Desai and Rajeev Radhakrishnan manage the SBI Balanced Hybrid Fund - Regular Plan - Growth Fund.

SBI Balanced Hybrid Fund - Regular Plan - Growth current PE ratio is 50.16 and PB ratio is 9.06

The asset allocation of SBI Balanced Hybrid Fund - Regular Plan - Growth is Stocks : 41.79%, Debt : 58.23% and Gold : 0%

The minimum SIP amount for SBI Balanced Hybrid Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Balanced Hybrid Fund - Regular Plan - Growth is NIL upto 10% of units and 1% for remaining units on or before 1 year, NIL after 1 year