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SBI Equity Hybrid Fund Growth-0.51%

14.88%
1 Year Return
Equity
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Equity Hybrid Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.66%
NAV₹168.91 (21 Jan 2021)
Fund Started09 Oct 1995
Fund Size35,655 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.9%
8.9%
13.1%
11.9%
Category Average
16.6%
6.6%
12.2%
-
Rank Within Category
29
6
11
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 14.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is more than 20000 Crs. Returns tend to go low once AUM exceeds a certain amount
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 1.62%
11. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.6%
GOISovereignGOI Sec4.4%
Divi's Laboratories Ltd.HealthcareEquity4.2%
Infosys Ltd.TechnologyEquity4.1%
Bajaj Finance Ltd.FinancialEquity4.0%
Bharti Airtel Ltd.CommunicationEquity3.3%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
GOISovereignGOI Sec2.8%
State Bank of IndiaFinancialEquity2.5%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE2.4%
See All

Fund Managers

Dinesh Ahuja
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Mohit Jain
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SBI Equity Hybrid Fund Growth Details

SBI Equity Hybrid Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 09 Oct 1995. Rama Iyer Srinivasan, Dinesh Ahuja is the Current Fund Manager of SBI Equity Hybrid Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹35,655 Cr and the Latest NAV as of 21 Jan 2021 is ₹168.91.

The SBI Equity Hybrid Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Investment Objective

The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
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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