SBI Equity Hybrid Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
13.53%
3Y annualised
-0.67% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹205.52
Min. SIP amountNot Supported
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 returns-0.3%13.5%11.4%15.6%
Category average-1.0%13.7%9.6%NA
Rank with in category18217NA
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: 1.47%

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

Fund management

R. Srinivasan
Jan 2012 - 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 2011 - 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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