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SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹47 Cr

Lock In Period

N/A

Expense Ratio

1.07

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Summary

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth NAV is ₹12.5431 as of 16 May, 2026. SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth has delivered 20.31% returns since its launch. The minimum SIP investment amount in SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth is ₹0. The AUM of SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth is ₹47 Cr. The expense ratio of the fund is 1.07%, and its benchmark is CRISIL Hybrid 85+15 - Conservative Index. The current exit load of the fund is Nil. In the last 1M months, SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth has delivered 0.59% returns.

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.59-0.32297.26
6M2.991.56315.31
1Y6.204.19339.02
3Y6.3610.6955.84

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2023-07-15
View allocation % by

1. TREPS99.80%
2. Net Receivable/Payable0.20%

About Fund SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹47 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.07. 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
ICICI Prudential Capital Protection Oriented Fund VII - Plan D Growth034.39 CR1
SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth046.8 CR1.07
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund VII - Plan D Growth6.490920.0841
This FundSBI Capital Protection Oriented Fund - Series A (Plan 7) Growth6.003720.2183

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth FAQs

SBI Capital Protection Oriented Fund - Series A (Plan 7) 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 7) Growth is 1.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth’s fund performance is as follows:
  • 1 Month : 0.59%
  • 6 Months : 2.99%
  • 1 Year : 6.20%
  • 3 Years : 6.36%
Returns of SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth are updated daily based on NAV of ₹ 12.5431 as on Jul 19,2023. Since inception, the return has been 20.31%.

You can invest in SBI Capital Protection Oriented Fund - Series A (Plan 7) 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 7) Growth is ₹47 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Capital Protection Oriented Fund - Series A (Plan 7) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.