SBI Equity Hybrid Fund Direct Growth
- 13.37%
- (+0.69)184.9463
Min amount: ₹1,000
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 13.37% |
| 3 Years | 11.67% |
| 1 Year | 41.17% |
| 6 Months | 22.66% |
| Fund Details | |
|---|---|
| ISIN | INF200K01RY0 |
| Risk | Very High Risk |
| Fund Type | Aggressive Allocation |
| NAV | 184.9463 |
| Exit Load | 1% for 365 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 5.15% |
| Infosys Ltd | 3.99% |
| Divi's Laboratories Ltd | 3.55% |
| Bharti Airtel Ltd | 3.15% |
| Bajaj Finance Ltd | 2.87% |
| Shree Cement Ltd Shs Dematerialised | 2.58% |
| 7.17% Govt Stock 2028 | 2.52% |
| HCL Technologies Ltd Shs Dematerialised | 2.34% |
| Kotak Mahindra Bank Ltd | 2.32% |
| ICICI Bank Ltd | 2.31% |
About SBI Equity Hybrid Fund - Direct Plan - Growth
The SBI Equity Hybrid Fund - Direct Plan - Growth aims to generate capital growth in the long-term, by investing in a mix of stocks and fixed income securities. The fund manager invests most of the portfolio in high growth stocks and balances risk with an investment in fixed income instruments.
Pros and Cons of SBI Equity Hybrid Fund - Direct Plan - Growth
The SBI Equity Hybrid Fund - Direct Plan - Growth invests in a portfolio of high growth stocks and gives investors the chance to earn a higher return. The fund allocates a certain portion of the portfolio to fixed income, which protects it from stock market corrections. On the flip side, the fund is not suitable for conservative investors as it invests in stocks.
Fund Information and Statistics
i) Inception/Launch Date
The SBI Equity Hybrid Fund was launched on 01 January 2013.
ii) Risk Level
The SBI Mutual Fund has categorised SBI Equity Hybrid Fund as a moderately high risk fund. However, the fund is less risky as compared to equity funds.
iii) Redemption
SBI Equity Hybrid Fund is open-ended and the investment can be redeemed at any time.
iv) Fund Manager
Mr Srinivasan and Mr Dinesh Ahuja are the current fund managers of the SBI Equity Hybrid Fund.
v) Entry/Exit Load
There is no entry load as per the norms of the Securities and Exchange Board of India (SEBI). An exit load of 1% applies to the units in excess of 10%, if redeemed within one year from the date of allocation.
About SBI Mutual Fund
SBI Mutual Fund started as a joint venture between State Bank of India and AMUNDI of France, way back in 1987. The Asset Management Company is one of the largest in India. The fund has SBI Mutual Fund Trustee Company Private Limited as the trustee and State Bank of India as its sponsor. The fund house as of June 2020, had total assets under management (AUM) of a massive Rs 3.64 lakh crore.
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Min amount: ₹1,000
Calculate Returns
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns