SBI Hybrid Funds AUM crosses Rs 80,000 crore

-


 

·         Positions itself as a House of Hybrids with its unique Hybrid offerings

·         SBI BAF AUM crosses Rs 22,000 crore

·         Hybrid funds best suited for first time and risk averse investors

 

SBI Mutual Fund is the House of Hybrid Funds. With a range of hybrid schemes across risk return profiles, the company prides itself on the fact that it can offer different Hybrid funds catering to diverse investor needs. The fund house overall AUM in the Hybrid Funds category recorded a growth of 101 % over the last one year and stands at Rs 81,834 as on 30th Nov 2021. Its recently launched SBI Balanced Advantage Fund has crossed over Rs 22,000 crores in assets under management. SBI Equity Hybrid Fund which is the industry’s largest equity oriented actively managed fund is approaching close to Rs 50,000 crore in AUM on the back of increased flows, robust increase in the SIP book and focus on digital onboarding of customers. The SBI Debt Hybrid Fund is also the largest fund in its category.

SBI Mutual Fund Hybrid funds have a mix of different asset classes like equity, debt, and gold; to provide better risk-adjusted returns depending on the need and risk profile. Conservative Hybrid funds invest higher portion of the portfolio in fixed income securities (up to 25%) offering stability and a small part of the portfolio in equities that can offer capital appreciation opportunities. Aggressive hybrid funds on the other hand have higher allocation to equities (up to 80%) and a small portion of the portfolio is invested in fixed income securities.

 

Dynamic asset allocation funds like the SBI Balanced Advantage Fund, tend to adjust their equity (including derivates) and debt allocation depending on in-house parameters in order to capitalise on potential gains and reduce volatility during market movements.

 

SBI Mutual Fund has SBI Balanced Advantage Fund, SBI Equity Hybrid Fund, SBI Debt Hybrid Fund, SBI Equity Savings fund, SBI Multi Asset Allocation Fund and SBI Arbitrage Opportunities Fund as its Hybrid Fund offerings. This selection of funds gives investors a wide choice of investment options in the Hybrid Funds category according to their financial goals.

 

Comments

Post a Comment

Popular posts from this blog

Amazon India Strengthens Inclusive Hiring; Includes People with Learning Disabilities in its Workforce

-
Image
    - Amazon India, in its continued effort to build a diverse and inclusive workforce, announces the launch of Aurora , a program designed to leverage the unique talents of individuals with learning disabilities and provide meaningful, sustained employment to them. The announcement follows successful pilot where Amazon India worked with Sol's ARC , a non-profit organization based in Mumbai that conducts vocational training for autistic and intellectual disability cohorts, in harnessing the talent of a batch of young adults in the company’s delivery station in Mumbai, Delhi, Bangalore, Chennai, Hyderabad. We have over 35 associates working now at our fulfilment center, sortation center and delivery Station area. Amazon India aims to onboard many more people with learning disabilities this year.   Speaking on the launch of the program, Liju Thomas, Director – HR Operations, Amazon India, said , “At Amazon, we are passionate about creating a diverse workforce to reflect ou
Read more

Vicks continues to innovate for India; introduces New Vicks Roll-On offering On-the-Go Relief from Headaches with fast action in just 2 minutes

-
Image
     Legacy of Trusted Vicks Relief for headaches in a New Consumer Friendly Roll-On format -        Fast and hassle-free solution for today’s fast-paced world INDIA 2024: With a legacy of powerful relief and care of over 125 years, Vicks   the World’s #1 selling cough and cold brand continues its effort to innovate towards providing superior products that allow families and friends to care for one another.   The brand today, announced the launch of the New Vicks Roll-On for fast relief from headaches - it’s 3 rd innovation in India over the last 12 months after the launch of Vicks ZzzQuil Natura (from the World’s #1 Sleep Aid Brand) for occasional sleeplessness, and New Vicks VapoRub Steam Pods, its first steam inhalation capsules globally.   Sahil Sethi, Category Leader, Consumer Healthcare, P&G India , “Vicks has helped relieve cough, cold, and flu symptoms for generations of Indians. We stay committed to build on this legacy by always listening to what our consumers
Read more

ISB Launches ‘PGP YL’ - A 20 Month Post Graduate Programme In Management For Fresh Graduates And Early Career Professionals

-
Image
  India,2024: Renowned for setting new benchmarks in management education since its inception in 2001, the Indian School of Business (ISB), is poised to embark on another groundbreaking path in its mission to groom future leaders for India and the world.   ISB has announced the launch of PGP YL - a 20 month Post Graduate Programme in Management for Young Leaders (PGP YL), a full time MBA equivalent residential management programme for high-potential aspirants with up to 2 years of full-time work experience. Commencing in mid 2025, ISB’s PGP YL will offer a comprehensive learning experience through an innovative and cutting-edge curriculum designed as a response to the rapidly evolving business landscape and technology disruptions. The research backed PGP YL curriculum will blend foundational business principles with advanced technology, data, analytics courses and global perspectives to develop students into innovative problem solvers. Given the students' limited work experi
Read more