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SBI Equity Hybrid Fund Direct Plan IDCW

Hybrid
Aggressive Hybrid
Very High Risk
36.85%
1Y return
+0.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹59.41
Min. SIP Amount₹500
Rating3star
Fund Size₹40,923.78 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns36.9%14.4%13.7%16.0%
Category average42.2%12.7%12.2%NA
Rank with in category331213NA
Understand termsinfo

Holdings (84)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity4.7%
Infosys Ltd.TechnologyEquity4.2%
Divi's Laboratories Ltd.
HealthcareEquity4.0%
Bajaj Finance Ltd.FinancialEquity3.1%
Bharti Airtel Ltd.CommunicationEquity2.9%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE2.8%
State Bank of India
FinancialEquity2.7%
GOI
SovereignGOI Sec2.3%
ICICI Bank Ltd.FinancialEquity2.3%
Gland Pharma Ltd.
HealthcareEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.94%

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 termsinfo

Minimum investment amounts

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

Fund management

Dinesh Ahuja
Jan 2013 - Present
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Mohit Jain
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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