SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹129 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.771.95297.26
6M1.804.27315.31
1Y3.506.93339.02
3Y7.4518.8755.84

Portfolio Analysis

  • Equity: 8.79%
  • Debt: 91.21%
  • Others
As on: 2023-04-15
View allocation % by

1. Cholamandalam Investment & Finance Co. Ltd.0.28%
2. Bank of Baroda0.28%
3. SBI Cards & Payment Services Ltd.0.19%
4. ICICI Prudential Life Insurance Company Ltd.0.15%
5. Bandhan Bank Ltd.0.13%
6. HDFC Asset Management Co. Ltd.0.10%
7. Muthoot Finance Ltd.0.10%
8. Bajaj Holdings & Investment Ltd.0.09%
9. Life Insurance Corporation of India0.05%

1. Godrej Consumer Products Ltd.0.32%
2. Dabur India Ltd.0.27%
3. Marico Ltd.0.21%
4. United Spirits Ltd.0.20%
5. Colgate Palmolive (India) Ltd.0.18%
6. Berger Paints India Ltd.0.12%
7. Procter & Gamble Hygiene and Health Care Ltd.0.04%
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About Fund SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹129 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.09. Under the expert guidance of Nidhi Chawla ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nidhi Chawla

Ms. Nidhi Chawla holds BBS degree and has also done MBE and CFA. She has over 7 years experience in Mutual Fund Industry. She joined SBI Mutual Fund in May 2007. She has been working as an equity research analyst covering various sectors including Real Estate, Infrastructure and Construction.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life Retirement Fund - The 50s Plan Growth027 CR1.96
SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth0129 CR1.09
Fund Name1Y3Y
This FundAditya Birla Sun Life Retirement Fund - The 50s Plan Growth5.43924.0001
This FundSBI Capital Protection Oriented Fund - Series A (Plan 3) Growth3.502424.0489

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth FAQs

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth’s fund performance is as follows:
  • 1 Month : 0.77%
  • 6 Months : 1.80%
  • 1 Year : 3.50%
  • 3 Years : 7.45%
Returns of SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth are updated daily based on NAV of ₹ 13.189 as on May 02,2023. Since inception, the return has been 24.05%.

You can invest in SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth is ₹129 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Capital Protection Oriented Fund - Series A (Plan 3) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.