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  • SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly SBI Debt Hybrid Fund Reg Ann DR

SBI Mutual Fund

SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A)

HybridConservative Hybrid

18.602

NAV (Oct 21)

7.4%
5 Year CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

20 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

4,269 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

18.602

NAV (Oct 21)

Fund Returns

Last 1Y
20.7%
Last 3Y
12.1%
Last 5Y
7.4%
Last 10Y
8.2%
Since Inception
7.4%
6 Month CAGR
9.8%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
1.1
Launched (20y ago)
Apr 09, 2001
AUM in Crores
4268.722
ISIN
INF200K01917
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Dinesh Ahuja

Fund Manager

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Mansi Sajeja

Fund Manager

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Ruchit Mehta

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 450,119 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

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Fund NameScripbox Opinion
Till Date CAGR

SBI Focused Equity Fund (G)

recommended-badge

26.5%

20.6%

recommended-badge

6.1%

7.2%

top-ranked-badge

26.5%

%

top-ranked-badge

5%

5.8%

top-ranked-badge

5%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Parag Parikh Flexi Cap fund (Growth)

Parag Parikh Flexi Cap fund (Growth)

Equity

Diversified

Mirae Asset Large Cap Fund (Growth)

Mirae Asset Large Cap Fund (Growth)

Equity

Large Cap

Axis Bluechip Fund (Growth)

Axis Bluechip Fund (Growth)

Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

Invesco India Growth Opportunities Fund (Growth)

Equity

Diversified

How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

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?
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.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund 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

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

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About SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A)

About SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.4% over a period of 20 years. The fund was previously known as SBI Debt Hybrid Fund Reg Ann DR . The fund is managed by SBI Funds Management Private Limited. The fund managers are Dinesh Ahuja, Mansi Sajeja, Ruchit Mehta

SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

The SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Apr 09, 2001. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-21 is ₹18.60. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹4268.722. The category risk of the SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Moderately High risk. The fund charges 1.1 % as expense ratio.

SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

The fund’s highest allocation is towards Debt and has invested 60.3% in this asset class. The top three holdings of the fund are , reverse repo , 6.79% govt stock 2027 , power finance corporation limited , 9.18% andhra pradesh sdl 2024 , 7.72% gs 2025 , 05.89 ap sdl 2025 , goi floating rate bond 2024 , tata steel limited , 08.08 tn sdl 2028 , 8.88 %uttar pradesh sdl 2022 , 06.69 mp sdl 2025 , tata projects limited , state bank of india , 05.95 tn sdl 2025 , mahindra rural housing finance limited , muthoot finance limited , page industries ltd , 05.94 rj sdl 2025 , summit digitel infrastructure private limited , kec international limited , reliance ports and terminals limited , 7.17% govt stock 2028 , bank of baroda , cholamandalam investment and fin. co. ltd , 5.63% govt stock 2026 , bajaj housing finance limited , tata capital financial services limited , tata capital housing finance limited , tvs credit services limited , tata motors ltd , 6.64% govt stock 2035 , jk cement ltd , l&t technology services ltd , coastal gujarat power limited , allahabad bank , tmf holdings limited , indian bank , axis bank ltd , manappuram finance ltd , icici bank ltd , v-guard industries ltd , ultratech cement ltd , tvs motor co ltd , thangamayil jewellery ltd , procter & gamble hygiene and health care ltd , 91 dtb 06012022 , the indian hotels company limited , 06.99 ts sdl 2028 , max healthcare institute ltd ordinary shares , sona blw precision forgings ltd , britannia industries ltd , jm financial credit solutions limited , sheela foam ltd , manappuram finance limited , embassy office parks reit , indostar capital finance limited , power finance corporation limited , sbi cards and payment services ltd ordinary shares , jamnagar utilities & power private limited , treps , blue star ltd , zomato ltd , wabco india ltd , titan co ltd , larsen & toubro ltd , sbi life insurance company limited , mahindra & mahindra financial services limited , 05.65 kl sdl 2024 , tata realty and infrastructure limited , cholamandalam investment and fin. co. limited , bajaj finance ltd , 7.77% ap sdl 2028 , 7.75% ka sdl 2027 , 8.29% rajasthan sdl 2025 , 9.01% karnataka sdl 2024 , pi industries ltd , ge t&d india ltd , indinfravit trust , state bank of india , maruti suzuki india ltd , lemon tree hotels ltd , dixon technologies (india) ltd , chemplast sanmar ltd , nazara technologies ltd , ramco cements ltd , interglobe aviation ltd , gokaldas exports ltd , ahluwalia contracts (india) ltd , 8.07% rj sdl 2026 , automotive axles ltd , 8.02% up sdl 2026 , punjab national bank , punjab national bank , 91 dtb 25112021 , esab india ltd , antony waste handling cell ltd ordinary shares , aashman energy private limited , 7.62 % tamil nadu sdl 2023 , sei baskara power private limited , sei enerstar renewable energy private limited , sei mihir energy private limited , aarish solar power private limited , zuvan energy private limited , pratyash renewable private limited , divyesh power private limited , shreyas renewable energy private limited , 7.95% tamil nadu sdl 2023 , 7.77% tamil nadu sdl 2023 , prataap snacks ltd , elena renewable energy private limited

SBI Debt Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-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.

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