Investment Returns (CAGR)
1 yr.
10.80%
3 yr.
28.27%
5 yr.
53.07%
Since Inception.
68.23%
Fund Size (Rs.)
NA
Exit Load
3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y
Scheme Type
5
ISIN
INF200KA1R07
Expense Ratio
0.85%
Minimum SIP (Rs.)
-
Launch Date
29 Sep 2020
Fund House
SBI Funds Management Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF200KA1R07
Expense Ratio
0.85%
Minimum SIP (Rs.)
-
Launch Date
29 Sep 2020
Fund House
SBI Funds Management Limited
Exit Load
3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y
1 yr. 10.80%
3 yr. 28.27%
5 yr. 53.07%
Since Inception. 68.23%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.

