SBI Edge Fund, an open ended hybrid scheme, helps you to take advantage of diversification by investing in a mix of Equity, Debt and Gold ETF. The Equity component provides an opportunity for wealth creation, Debt provides safety and stability, and Gold acts as a hedge against the inflation.
Why invest in SBI Edge Fund?
A simple fund to invest in three major asset classes
Convenient for regular savers through single SIP
Long term investment perspective
Relatively consistent returns with lower volatility
Returns from security selection instead of asset allocation
Rebalancing to target allocation within every 2 months
Flexibility to adjust the asset allocation in extreme cases
Long term strategic approach instead of tactical calls
Who can invest?
The fund is suitable for investors who are looking for single diversified solution with low risk profile for long term saving needs.
The investment objective of the fund is to generate growth & capital appreciation by investing in Equity, Gold ETF and Debt & Money market instruments.
|Instrument ||Target Allocation ||Range of Allocation ||Risk Profile |
|Equities & Equity Instruments* || 32% ||20 to 45% ||High |
|Debt & Money Market^ || 36% ||20 to 60% ||Low to Medium |
|Gold ETF || 32% ||20 to 45% ||Medium to High |
*Exposure to derivatives instruments in the scheme will be to the extent of 50% of the net assets of the scheme. The cumulative gross exposure through Equity, Gold ETF, Debt & Money market instruments and derivative positions will not exceed 100% of the net assets of the scheme. However, trading in derivatives by the scheme shall be restricted to hedging and portfolio balancing purposes as permitted by the regulations.
Equity & equity related instruments also include equity ETFs.
^Investment in securitized debt will be to the extent of 20% of the net assets of the scheme
|Date of Inception ||08/10/2012 |
|Minimum Application ||Rs. 5000/- and in multiples of Re. 1 |
|Additional Application ||Rs. 1000/- and in multiples of Re. 1 |
|Entry Load ||NA |
|Exit Load || |
For exit within 1 year from the date of allotment - 1 %; For exit after 1 year from the date of allotment - Nil
|SIP ||Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum six months or minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum one year. |
Quarterly - Minimum Rs. 1500 & in multiples of Rs. 1 thereafter for minimum one year.