SBI Equity Hybrid Fund - Regular Plan -Growth

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SBI Equity Hybrid Fund - Regular Plan -Growth

Category: Hybrid: Aggressive Launch Date: 01-12-1995
AUM:

₹ 88,035.56 Cr

Expense Ratio

1.4%

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

ISIN

INF200K01107

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Mr. R. Srinivasan - Equity, Mr. Rajeev Radhakrishnan - Debt

Fund Performance 1Y (%) 3Y (%) 5Y (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 6.14 12.29 9.62
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
317.2499
Last change
-0.07 (-0.0206%)
Fund Size (AUM)
₹ 88,035.56 Cr
Performance
13.73% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Mr. R. Srinivasan - Equity, Mr. Rajeev Radhakrishnan - Debt
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.34
STATE BANK OF INDIA EQ NEW RE. 1/- 3.96
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- 3.91
6.94% GOI (MD 11/05/2036) 3.55
ADANI TRANSMISSION LIMITED EQ 3.51
Adani Power Limited 3.4
Kotak Mahindra Bank Limited 3.21
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.81
Bajaj Finance Limited 2.7
MRF LIMITED EQ 2.54

Sector Allocation

Sector Holdings (%)
Financial Services 19.18
Power 8.61
Consumer Services 6.26
Information Technology 4.87
Chemicals 3.91
Oil, Gas & Consumable Fuels 3.76
Metals & Mining 3.65
Automobile and Auto Components 3.01
Telecommunication 2.81
Healthcare 2.69

Peer Comparison

Scheme Name 5Y (%)
SBI Equity Hybrid Reg Gr 9.62
Bank Of India Aggressive Hybrid Fund Reg Gr 13.99
Quant Aggressive Hybrid Fund Gr Reg Plan 11.81
Navi Aggressive Hybrid Reg Gr 9.81
Bandhan Aggressive Hyb Fund Reg Gr 10.55
HSBC Aggressive Hybrid Fund Reg Gr 10.12
Kotak Aggressive Hybrid Fund Reg Gr 11.11
Mirae Asset AgGressive Hybrid Reg Gr 8.79
Union Aggressive Hybrid Reg Gr 8.25
LIC MF AgGressive Hybrid Reg Gr 8.18
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