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
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 5.4% | 14.3% | 11.9% | 15.1% | ||||
| Category Average | 9.0% | 16.9% | 15.2% | - |
Scheme Allocation
Holding
Sector
Asset
TREPS
ICICI Bank
HDFC Bank
Infosys
Bharti Airtel
Others
Fund House Details
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
-
-
-
Hybrid | Multi Asset Allocation Mutual Funds | 3
8.4%12.4%10.2%1Y3Y5Y -
-
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”.
