SBI Funds Management Private Limited

SBI Equity Hybrid Fund - Regular Plan -Growth

HybridAggressive Hybrid Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-3.2%
  • 3 yr return17.5%
  • 5 yr return10%
  • Expense Ratio1.45%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees55611.3
  • NAVRupees196.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • 7.54% CGL 2036 7.8
  • HDFC Bank Ltd. 7.3
  • ICICI Bank Ltd. 6.2
  • Bharti Airtel Ltd. 5
  • State Bank of India 4.8
  • Infosys Ltd. 3.8
  • Shree Cement Ltd. 3.3
  • MRF Ltd. 3.2
  • Divi's Laboratories Ltd. 3.1
  • Bajaj Finance Ltd. 3
  • 7.26% CGL 2032 3
  • Sectors %
  • Banks23.1
  • Govt-Sec17.6
  • Pharmaceuticals7.1
  • Finance6.2
  • Telecom6

Fund House