Investment Objective
SBI Conservative Hybrid Fund seeks to invest predominantly in debt and money market instruments and secondarily in equity and equity related instruments.
Investment Strategy
- The fund invests in a mix of debt, equity & money market instruments. It invests up to 25% of the portfolio in equity instruments.
- It evaluates macroeconomic factors, market dynamics and issuer specific factors while investing in debt instruments.
- It may take exposure to derivatives for hedging and/or for non-hedging purposes in line with its investment strategy and objective.
Who Should Invest
- Investors seeking a balanced exposure to debt, equity and money market instruments.
- Suitable for investors seeking stable returns with limited exposure to equities.