FAQ : SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth

SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 5.52 7.69 N/A N/A
Average Rolling Returns(%) 8.29 7.52 N/A N/A

The Current NAV of SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth is ₹13.00.

It is better to invest in a fund with a longer track record as SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is N/A

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 Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth 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 - Regular Plan - Growth 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 - Regular Plan - Growth Fund is Capital Protection.

Nidhi Chawla and Rajeev Radhakrishnan manage the SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth Fund.

SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth 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 - Regular Plan - Growth is Stocks : 9.50%, Debt : 90.51% and Gold : 0%

The minimum SIP amount for SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth is N/A and minimum lumpsum is ₹5000.00

The exit load for SBI Capital Protection Oriented Fund - Series A - Plan 5 - Regular Plan - Growth is N/A

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