Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹0 & Lump. ₹5000
₹199 Cr
N/A
1.09
CRISIL Hybrid 85+15 - Conservative Index
Nil
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.85 | 1.06 | 297.26 |
| 6M | 2.13 | 1.90 | 315.31 |
| 1Y | 6.04 | 5.70 | 339.02 |
| 3Y | 7.11 | 14.10 | 55.84 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
About Fund
SBI Capital Protection Oriented Fund - Series A (Plan 4) Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹199 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Multiple Yield Fund - Series 10 Plan B Growth | 0 | 92.9 CR | 1.15 |
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 4) Growth | 0 | 198.83 CR | 1.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Multiple Yield Fund - Series 10 Plan B Growth | 5.6177 | 22.7993 |
| This FundSBI Capital Protection Oriented Fund - Series A (Plan 4) Growth | 6.0355 | 22.8691 |
FAQs
- 1 Month : 0.85%
- 6 Months : 2.13%
- 1 Year : 6.04%
- 3 Years : 7.11%