SBI Balanced Hybrid Fund Data Missing: Compare Top Funds

Scheme data for the SBI Balanced Hybrid Fund – Regular Plan is currently unavailable, as indicated by information from The Economic Times. While specific figures for this fund are not presented, the report provides a comprehensive comparative analysis of several other balanced hybrid funds, outlining their key performance indicators.

This comparative overview includes funds such as WhiteOak Capital Balanced Hybrid Fund, ICICI Prudential Balanced Hybrid Fund, Mirae Asset Nifty200 Momentum 30 Plus 8-13 yr G-Sec 50:50 ETF, and UTI Children’s Hybrid Fund. For these listed schemes, various financial metrics are detailed, offering investors a broader market perspective.

Key Performance Metrics Outlined

The report specifies several crucial data points for the comparative funds. These include fundamental valuations and return profiles across different time horizons.

• Net Asset Value (NAV)
• Assets Under Management (AUM)
• Cumulative returns over 1 month, 1 year, 3 years, and 5 years

Beyond basic performance, the analysis extends into ‘Quant Measures’, providing deeper statistical insights into fund behavior. These metrics are essential for understanding risk-adjusted returns and market sensitivity.

• Mean Returns
• Alpha
• Beta
• R-Squared
• Treynor
• Sharpe Ratio
• Standard Deviation

Asset Allocation and Risk Profiles

Further sections in the report detail the ‘Asset Allocation’ strategies employed by various funds. This breakdown illustrates the proportion of investments across different asset classes.

• Percentages invested in Equity
• Percentages invested in Debt
• Percentages held in Cash

A ‘Risk Return Matrix’ is also presented, visually plotting the relationship between a fund’s return and its associated risk, measured by Standard Deviation. This tool offers a quick assessment of how much risk a fund takes on to achieve its returns, aiding in informed investment decisions for the Gen Z market.