Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
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.
SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
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Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About SBI Debt Hybrid Fund (DP-A)
About SBI Debt Hybrid Fund (DP-A)
SBI Debt Hybrid Fund (DP-A) is a conservative hybrid hybrid fund and has delivered an annualised return of 7.2% over a period of 20 years .The fund was previously known as SBI Magnum MIP Reg Ann DP.The fund is managed by SBI Funds Management Private Limited.The fund managers are Dinesh Ahuja, Ruchit Mehta
SBI Debt Hybrid Fund (DP-A) Investment Objective
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments. However, there is no assurance that the objective of the scheme will be realized.
SBI Debt Hybrid Fund (DP-A) NAV,AUM,Risk
The SBI Debt Hybrid Fund (DP-A) fund was launched on Apr 09, 2001. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-05 is ₹ 16.9131. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 997.983. The category risk of the SBI Debt Hybrid Fund (DP-A) fund is Moderately High Risk.
The fund charges 1.17 % as expense ratio.
SBI Debt Hybrid Fund (DP-A) Holdings
The fund’s highest allocation is towards debt and has invested 59.3% in this asset class. The top three holdings of the fund are 7.16% govt stock 2023,allahabad bank and coastal gujarat power limited
SBI Debt Hybrid Fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.
SBI Debt Hybrid Fund (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR
SBI Debt Hybrid Fund (DP-A) Review
SBI Debt Hybrid Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Debt Hybrid Fund (DP-A) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
