SBI Edge Fund

 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.

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Objectives

The investment objective of the fund is to generate growth & capital appreciation by investing in Equity, Gold ETF and Debt & Money market instruments.

Asset Allocation


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.

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