SBI Equity Hybrid Fund Regular Growth - Latest NAV ₹158.038, Returns, Performance & Portfolio

SBI Equity Hybrid Fund Regular Growth

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Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 8.22 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years11.44%
5 Years10.54%
3 Years8.03%
1 Year9.35%
6 Months22.65%
Fund Details
RiskModerately High risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd5.22%
6.19% Govt Stock 20344.61%
Divi's Laboratories Ltd4.05%
Infosys Ltd3.91%
Bharti Airtel Ltd3.14%
Bajaj Finance Ltd3.12%
Kotak Mahindra Bank Ltd2.65%
7.17% Govt Stock 20282.65%
Reliance Industries Ltd.2.56%
Tata Consultancy Services Ltd2.52%

About SBI Equity Hybrid Fund

The fund is an aggressive hybrid plan that seeks out to offer investors long-term capital appreciation, along with the liquidity of an open-ended scheme. This is achieved by capitalizing a combination of debt and equity. The scheme will invest in a varied selection of equities of high growth businesses and stabilize the risk through investing the remaining in fixed income securities.

Benefits of SBI Equity Hybrid Fund

  1. SBI Equity Hybrid Fund is classified as an aggressive hybrid scheme. This plan invests in a mixture of equity (65-80 per cent) and debt (20-35 per cent).
  2. This fund has a good record of disbursing dividends on a regular basis.
  3. This fund is ideal for People (specially retired) looking for regular income from investments.

Fund Info and Statistics of SBI Equity Hybrid Fund

i) Inception / Launch date

SBI Equity Hybrid Fund was launched on 31stDecember 1995

ii) Risk level

The principal invested will be at Moderately High Risk.

iii) Redemption

Units can be redeemed only after the expiry of the lock-in period from the date of allotment of units. It will be done by a re-purchase or buyback by the fund house. Under usual conditions, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

R. Srinivasan (Since: Jan 2012): Mr. Srinivasan has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal, preceding joining SBI. He is an M.Com and MFM. Dinesh Ahuja (Since: Jan 2011) : Mr. Ahuja has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd, before joining SBI AMC. He is a B.Com (H) and MMS (Finance).

v) Entry / Exit load

a. Entry Load: 0.00 b. Exit Load: For units in excess of 10%, 1% shall be charged for redemption within 365 days

About SBI Mutual Fund

SBI Mutual Fund is a joint venture between the State Bank of India and Amundi, a European asset management company which is a subsidiary jointly created by Crédit Agricole and Société Générale. The corporate headquarter of the SBI Mutual Fund, which is India’s largest bank sponsored mutual fund, is based out of Mumbai. It is also the first bank-sponsored fund that launched an offshore fund, Resurgent India Opportunity Fund.

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Frequently Asked Questions

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Start your investment

Min amount: ₹100

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 8.22 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