SBI Equity Hybrid Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
15.22%
3Y annualised
+1.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹222.79
Min. SIP amount₹500
Rating4
Fund size₹55,268.08Cr

Return calculator

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

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.6%15.2%12.5%15.0%
Category average-0.4%14.6%9.9%NA
Rank with in category192110NA
Understand terms

Holdings (69)

NameSectorInstrumentAssets
GOISovereignGOI Sec8.1%
ICICI Bank Ltd.FinancialEquity6.4%
HDFC Bank Ltd.FinancialEquity4.0%
Infosys Ltd.TechnologyEquity3.8%
Reliance Industries Ltd.EnergyEquity3.3%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
Bajaj Finance Ltd.FinancialEquity3.0%
MRF Ltd.AutomobileEquity3.0%
GOISovereignGOI Sec3.0%
GOISovereignGOI Sec2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.81%

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

Education
Mr. Srinivasan is M.Com and MFM.
Experience
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Also manages these schemes

Dinesh Ahuja
Jan 2013 - Present
View details

Education
Mr. Ahuja is a B.Com (H) and MMS (Finance).
Experience
Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
Also manages these schemes

Mohit Jain
May 2020 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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