SBI Equity Hybrid Fund

Hybrid | Aggressive Hybrid Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹1,000 0.81 % 4★ ₹56,730 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹1,000 0.81 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹56,730 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

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 Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 5.4% 14.3% 11.9% 15.1%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
TREPS
12.75%
ICICI Bank
6.41%
HDFC Bank
4.29%
Infosys
3.79%
Bharti Airtel
3.37%
Others
69.39%
Debt
30.74%
Banks
17.87%
Finance
4.33%
Telecommunication Serv
3.37%
Petroleum Products
3.15%
Others
40.54%
Equity
69.09%
Govt Securities / Sovereign
12.87%
Reverse Repos
12.75%
Corporate Debentures
4.67%
Commercial Paper
0.26%
Others
0.36%

Fund House Details

SBI Mutual Fund

SBI Equity Hybrid Fund

Fund Manager
R Srinivasan

Exit Load

Exit Load For exit within 12 months from th date of allotment. For 10% of investment - Nil For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.

Advance Ratio

-0 0.74 0.62 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

Frequently Asked Questions

You can invest in SBI Equity Hybrid Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Equity Hybrid Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI Equity Hybrid Fund has delivered 15.1% since inception
The NAV of SBI Equity Hybrid Fund is ₹229.8 as of 02 December 2022.
The expense ratio of SBI Equity Hybrid Fund is 0.81 % as of 02 December 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now