SBI Equity Hybrid Fund Direct Growth - Latest NAV ₹183.9539, Returns, Performance & Portfolio

SBI Equity Hybrid Fund Direct Growth

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 15.8 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years15.29%
3 Years11.8%
1 Year16.79%
6 Months20.07%
Fund Details
RiskModerately High risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd5.62%
5.77% GOI 20304.69%
Infosys Ltd4.18%
Bharti Airtel Ltd3.67%
Divi's Laboratories Ltd Ordinary Shares3.6%
Bajaj Finance Ltd3.14%
7.17% Govt Stock 20282.82%
Kotak Mahindra Bank Ltd Ordinary Shares2.7%
Tata Consultancy Services Ltd2.65%
State Bank of India Ordinary Shares2.44%

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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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 15.8 Lakhs in a period of 20 years
Moderately High risk

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