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-0.3%
  • 3 yr return14.4%
  • 5 yr return11.6%
  • Expense Ratio1.47%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees55268
  • NAVRupees205.5

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

Top Holdings

  • Companies %
  • 7.54% CGL 2036 8
  • Reverse Repo 7.4
  • ICICI Bank Ltd. 6.4
  • HDFC Bank Ltd. 4
  • Infosys Ltd. 3.7
  • Reliance Industries Ltd. 3.3
  • Kotak Mahindra Bank Ltd. 3
  • Bajaj Finance Ltd. 3
  • MRF Ltd. 3
  • 6.54% CGL 2032 3
  • 7.38% CGL 2027 2.7
  • Sectors %
  • Banks18
  • Govt-Sec17.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps8.8
  • Finance7.6
  • Pharmaceuticals5.9

Fund House