SBI Equity Hybrid Fund - Regular Plan -Growth
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
AUM:
₹ 68,409.82 Cr
Expense Ratio
1.41%
Benchmark
CRISIL Hybrid 35+65 Aggressive TRI
ISIN
INF200K01107
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Rama Iyer Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 22.87 | 13.63 | 14.26 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
255.8853
Last change
0.22 (0.0859%)
Fund Size (AUM)
₹ 68,409.82 Cr
Performance
14.06% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities
Fund Manager
Rama Iyer Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 7.4 |
| State Bank of India | 5.31 |
| Bharti Airtel Ltd. | 5.22 |
| Reliance Industries Ltd. | 5.18 |
| HDFC Bank Ltd. | 4.22 |
| Interglobe Aviation Ltd. | 4.07 |
| Divi's Laboratories Ltd. | 4.04 |
| Solar Industries India Ltd. | 3.8 |
| MRF Ltd. | 3.5 |
| Bajaj Finance Ltd. | 3.34 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 29.71 |
| Services | 9.88 |
| Sovereign | 8.43 |
| Communication | 6.66 |
| Healthcare | 6.55 |
| Energy | 6.43 |
| Others | 5.33 |
| Construction | 5.12 |
| Metals & Mining | 3.96 |
| Technology | 3.84 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Equity Hybrid Reg Gr | 14.26 |
| JM Aggressive Hybrid Gr | 20.19 |
| BOI Mid & Small Cap Equity & Debt Reg Gr | 23.07 |
| ICICI Pru Equity & Debt Gr | 21.12 |
| Quant Absolute Fund Gr | 25.29 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.42 |
| Edelweiss Aggr Hybrid Reg Gr | 17.37 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Invesco India Aggressive Hybrid Reg Gr | 13.99 |
| Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |