Fund has outperformed its benchmark index
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged, ratings of debt instruments is high and default probability is low
Capital Protection Funds have exposure to both debt and equity instruments. They majorly invest in high security debt instruments like AAA-rated bonds. The minor portion is invested in riskier avenues.
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
Expected growth rate
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.
₹ 3,53,848.00 Cr.