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  • SBI Mutual Fund
  • SBI Capital Protection Oriented Fund Series A Plan 5 (Growth)
SBI Mutual Fund

SBI Capital Protection Oriented Fund Series A Plan 5 (Growth)

HybridConservative Hybrid

13.0043

NAV (May 24)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.0043

NAV (May 24)

Fund Returns

Last 1Y
5.6%
Last 3Y
7.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
7.4%
6 Month CAGR
2%

Scheme Information

Investment Objective

The scheme is a close-ended capital protection oriented scheme. The scheme endeavors to protect the capital by investing in high quality fixed income securities that are maturing on or before the maturity of the Scheme as the primary objective and generate capital appreciation by investing in equity and equity related instruments as a secondary objective. However,there can be no assurance or guarantee that the investment objective of the scheme will be achieved. The Scheme is 'oriented towards protection of capital' and not 'with guaranteed returns'. Further,the orientation towards protection of the capital originates from the portfolio structure of the scheme and not from any bank guarantee,insurance cover etc.

Expense Ratio
0
Launched (5y ago)
Sep 13, 2019
AUM in Crores
144.633
ISIN
INF200KA1K04
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
2.9
Standard Deviation (5yr)
0
Beta (3yr)
0.66
Beta (5yr)
0
Sharpe Ratio (3yr)
0.977
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ranjana Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Capital Protection Oriented Fund Series A Plan 5 (Growth)70%8,82,909 1,50,2977.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-05-24

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 32,429 cr

₹ 10,622 cr

₹ 8,729 cr

₹ 1,787 cr

₹ 1,676 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 646,498 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5%

6.5%

21.5%

17.8%

16.1%

12.2%

25.3%

16.1%

5.3%

6.9%

SBI Capital Protection Oriented Fund Series A Plan 5 (G) Review

SBI Capital Protection Oriented Fund Series A Plan 5 (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.4% over a period of 4 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Ranjana Gupta.

Nav of SBI Capital Protection Oriented Fund Series A Plan 5 (G) as of 5/24/2023 is ₹13.00 with the total AUM as of 3/29/2024 is ₹144.633. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Capital Protection Oriented Fund Series A Plan 5 (G) was launched on Sep 13, 2019. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for SBI Capital Protection Oriented Fund Series A Plan 5 (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is SBI Capital Protection Oriented Fund Series A Plan 5 (G)?

SBI Capital Protection Oriented Fund Series A Plan 5 (G) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Capital Protection Oriented Fund Series A Plan 5 (G)?

You can invest in SBI Capital Protection Oriented Fund Series A Plan 5 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Capital Protection Oriented Fund Series A Plan 5 (G)?

The minimum sip amount for SBI Capital Protection Oriented Fund Series A Plan 5 (G) is ₹0. You can invest in multiples of ₹5000.

Is SBI Capital Protection Oriented Fund Series A Plan 5 (G) good to invest in?

As per Scripbox experts, SBI Capital Protection Oriented Fund Series A Plan 5 (G) is a Not Reviewed Yet fund. You can investSBI Capital Protection Oriented Fund Series A Plan 5 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Capital Protection Oriented Fund Series A Plan 5 (G)?

The expense ratio of the SBI Capital Protection Oriented Fund Series A Plan 5 (G) is % for regular plan.