SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 6.08 | 8.22 | N/A | N/A |
Average Rolling Returns(%) | 8.93 | 8.11 | N/A | N/A |
The Current NAV of SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan is ₹13.27.
It is better to invest in a fund with a longer track record as SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 85+15 - Conservative Index returns, as Funds portfolio is significantly different.
SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan fund’s expense ratio is N/A
The process for redemption is
The AUM of SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan is currently ₹145 Crores.
The Top three stocks are Bharat Electronics, SRF and Pidilite Inds. and account for 1% of its portfolio. Top 5 and 10 stocks of fund account for 2% and 3% of fund’s portfolio respectively.
Top three sectors of SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan fund are Others, Miscellaneous and BFSI accounting for 93% of the total portfolio.
Since this is a Capital Protection 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 Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan Fund is Capital Protection.
Nidhi Chawla and Rajeev Radhakrishnan manage the SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan Fund.
SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan current PE ratio is 44.85 and PB ratio is 7.40
The asset allocation of SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan is Stocks : 9.50%, Debt : 90.51% and Gold : 0%
The minimum SIP amount for SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan is N/A and minimum lumpsum is ₹5000.00
The exit load for SBI Capital Protection Oriented Fund - Series A - Plan 5 - Growth - Direct Plan is N/A