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SBI Equity Hybrid Fund Direct Plan IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
17.96%
3Y annualised
-0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jan 2022₹64.74
Min. SIP amount₹500
Rating4
Fund size₹48,794.19Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.7%18.0%15.8%16.2%
Category average42.2%12.7%12.2%NA
Rank with in category301410NA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
FinancialEquity5.0%
TechnologyEquity4.3%
FinancialEquity3.9%
EnergyEquity3.4%
HealthcareEquity3.4%
FinancialEquity3.0%
ServicesEquity2.8%
CommunicationEquity2.7%
FinancialEquity2.6%
FinancialEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.86%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

R. Srinivasan
Jan 2013 - Present
View details
Dinesh Ahuja
Jan 2013 - Present
View details
Mohit Jain
May 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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