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SBI Equity Hybrid Fund Regular Growth

3 yr CAGR
+14.18%
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Regular

Growth

Fund overview

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Net Asset Value

202.394
aum

AUM (Fund size)

48,043.37 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 365 days
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Expense ratio

1.66%
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Risk

Very High

Top holdings

HoldingsWeightage
ICICI Bank Ltd5.51%
Treps4.6%
HDFC Bank Ltd4.28%
Infosys Ltd3.82%
Divi's Laboratories Ltd3.75%
Net Receivable / Payable3.47%
Bajaj Finance Ltd3.23%
State Bank of India2.82%
Bharti Airtel Ltd2.79%
Reliance Industries Ltd Ordinary Shares (Partly Paid Rs.5)2.77%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About SBI Funds Management Private Limited

SBI Funds Management Pvt Limited is a joint venture between the State Bank of India (SBI) and financial services company Amundi, a European Asset Management company in France. It was launched in 1987.

Managers

R. Srinivasan, Dinesh Ahuja, Mohit Jain

Custodians

SBI-SG Global Securities Services Private Limited

Address

SBI Funds Management Private Limited 9th Floor, Crescenzo,

Fax Nos.

+91 22 67425687

Telephone Nos.

+91 22 61793000

Homepage

www.sbimf.com

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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.

Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.35 Lakhs
Min investmentment of ₹1000 required
risk

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

Choose from 200+ mutual funds catered for you

Enter personal details

Complete your KYC and get registered

Pay and your are done!

Checkout and see your money grow

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.