SBI Mutual Fund has become one of the top mutual fund companies in India by providing schemes for the benefit of investors and has completed 30 years in fund management. It is a joint venture between SBI and AMUNDI (France), which is one of the world’s leading fund management companies. Its vision is to become the most sort out fund house for schemes under all asset classes with a track record of the best customer service, excellent returns, technology, HR practices, product, and innovation.
In this article, we are going to share about the schemes provided by SBI MF under hybrid category.
SBI Equity Hybrid Fund
It is one of the SBI Mutual Funds which is managed by Mr. R. Srinivasan and Mr. Dinesh Ahuja jointly since January 2012. It was launched on December 31st, 1995 with an investment objective to generate long-term capital appreciation through investment in equity and debt. It invests in the equity of high growth companies and balances the risk by investing a part of the total assets in fixed income securities.
SBI Debt Hybrid Fund
Launched on April 9th, 2001, this scheme is currently managed by Mr. Dinesh Ahuja (Debt) and Mr. Ruchit Mehta (Equity) who have been managing the fund since July 2011. It is an open-ended scheme that predominantly invests in debt securities being the primary investment objective and invests in equity and equity related instruments secondarily. The minimum investment amount with which an investor may start investing in this scheme by SBI Mutual Fund is Rs. 5000 in lump sum.
SBI Multi Asset Allocation Fund
This scheme by SBI Mutual Fund was launched on December 21st, 2005 which aims to provide its investors an opportunity to invest in a portfolio that includes multiple asset classes which are managed actively. Mr. Ruchit Mehta has been managing the fund since July 2011. You may invest in it with a minimum of Rs. 5000.
SBI Arbitrage Opportunities Fund
SBI MF launched it on November 03rd, 2006, it is an open-ended scheme that invests in the arbitrage opportunities available in the mutual fund market. The minimum investment amount with which an investor may start investing in this scheme is Rs. 5000. Mr. Neeraj Kumar has been managing the fund since October 2012 and has total experience of 22 years. This scheme is for investors looking for short-term investment opportunities and moderately low risk involvement.
SBI Dynamic Asset Allocation Fund
Mr. Dinesh Balachandran and Mr. Mohit Jain have been managing its fund since March 2015 and November 2017, respectively. It is an open-ended dynamic asset allocation fund which was launched by SBI Mutual Fund on March 26th, 2015. Investors looking for capital growth and regular income may invest in this scheme but they should keep in mind that their principal amount will be under moderately high risk which they should be ready to bear.
SBI Equity Savings Fund
It is one of the SBI Mutual Fund Schemes which was launched on May 11, 2015. It is an open-ended scheme investing in equity, debt and arbitrage opportunities. It is managed by Mr. Ruchit Mehta and Mr. Neeraj Kumar since May 2015. The minimum investment amount is Rs. 1000 in lump sum. Investors must understand that their principal amount will be under moderately high risk.
Above SBI Mutual Fund Schemes are for investors who wish to earn by investing in a mixed portfolio consisting of equity, debt and money market instruments. The risk is different in various hybrid schemes so an investor should make the choice according to their risk acceptability and must also make sure that it fits his portfolio. In case you are not sure and have doubt about which schemes to invest in, consult a financial advisor. Once you are sure about the scheme, you may invest in SBI Mutual Fund online as well as through offline mode.
This article is about SBI Mutual Fund’s Hybrid Schemes.
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