SBI Equity Hybrid Fund Growth

Equity
Aggressive
Very High Risk
10.52%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Oct 2024₹275.51
Min. SIP amountNot Supported
Rating3
Fund size₹74,852.31Cr

Return calculator

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

Returns and rankings

Category: Equity Aggressive
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.3%10.5%14.1%15.6%
Category average30.2%13.4%16.3%NA
Rank with in category353526NA
Understand terms

Holdings (81)

NameSectorInstrumentAssets
EnergyEquity5.82%
CommunicationEquity5.71%
FinancialEquity5.61%
SovereignGOI Sec4.96%
FinancialEquity4.63%
FinancialEquity4.40%
ChemicalsEquity4.18%
ServicesEquity3.77%
HealthcareEquity3.64%
FinancialEquity3.40%
See All

Expense ratio, exit load and tax

Expense ratio: 1.39%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Rajeev Radhakrishnan
Nov 2023 - Present
View details

Education
Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
Experience
Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
Also manages these schemes

Mansi Sajeja
Dec 2023 - Present
View details

Education
Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Experience
Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Also manages these schemes

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
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
E-mail
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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