SBSBI MFGrowth

SBI Debt Fund Series-24 months-1-Growth

debtFixed Maturity PlansBenchmark: CRISIL Composite Bond Index
NAV · 11 May 2009₹12.03+0.13%
AUM₹35 Cr
Expense Ratio0.60%
CAGR
Exit Load0.50% < 10 lakhs on or before 6M.
Min SIP
Launched

Investment Objective

"To provide income, liquidity and returns to the investors through investments in a portfolio comprising of debt instruments such as AAA/AA+ rated

Asset Allocation
Other100.0%
Fund Managers
PA
Parijat Agrawal
Fund Manager
Key Information
0.60%
₹50,000
0.50% < 10 lakhs on or before 6M.
Nil
Inception
AMCSBI MF
Top Holdings
1Sundaram Finance Ltd13.92%
2MAHINDRA & MAHINDRA FINANCE LIMITED13.92%
3TML FINANCIAL SERVICES LTD12.78%
4ICICI BANK12.72%
5TATA SONS LTD12.69%
6TGS INVTS & TRADE PVT. LTD.8.54%
7CLSS 28 Trust 2009 - Kotak Bank - BPCL7.60%
8Cash and Net Current Assets7.50%
9EDELWEISS CAPITAL LIMITED6.92%
10CITIFINANCIAL CONSUMER FINANCE ILTD3.41%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day+0.13%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.60%
0.50% < 10 lakhs on or before 6M.
Nil
₹50,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme