SBSBI MFDirect · Growth

SBI EDGE Fund - Growth - Direct Plan

hybridHybrid - Conservative Hybrid FundBenchmark: BSE SENSEX
NAV · 17 Dec 2015₹14.26+1.06%
AUM₹9 Crfrom this fund's primary plan
Expense Ratio1.61%
CAGR
Exit Load1% on or before 1Y,Nil after 1Y
Min SIP
Launched2013

Investment Objective

To provide attractive returns through periodic dividend or through capital appreciation through an actively managed portfolio of debt, equity and money market instruments

Fund Mandate

Debt75%–100%
MMI0%–25%
Others0%–25%
Fund Managers
DB
Dinesh Balachandran
Fund Manager
Key Information
1.61%
₹5,000
1% on or before 1Y,Nil after 1Y
Nil
Inception01 Jan 2013
AMCSBI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+1.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.61%
1% on or before 1Y,Nil after 1Y
Nil
₹5,000
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