SBI Equity Hybrid Fund - Regular Plan -Growth
SBI Equity Hybrid Fund - Regular Plan -Growth
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
AUM:
₹ 85,633.48 Cr
Expense Ratio
1.38%
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, Mr. Rajeev Radhakrishnan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 4.52 | 12.76 | 11.27 |
| 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
317.877
Last change
0.83 (0.2609%)
Fund Size (AUM)
₹ 85,633.48 Cr
Performance
13.8% (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, Mr. Rajeev Radhakrishnan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 5.42 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.04 |
| Adani Power Limited | 4.03 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 3.89 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.79 |
| ADANI TRANSMISSION LIMITED EQ | 3.63 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.27 |
| Kotak Mahindra Bank Limited | 3.2 |
| MUTHOOT FINANCE LIMITED EQ | 2.79 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 2.62 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 18.7 |
| Power | 10.31 |
| Consumer Services | 6.27 |
| Oil, Gas & Consumable Fuels | 4.16 |
| Chemicals | 3.89 |
| Healthcare | 3.42 |
| Telecommunication | 3.27 |
| Automobile and Auto Components | 2.97 |
| Metals & Mining | 2.75 |
| Information Technology | 2.73 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Equity Hybrid Reg Gr | 11.27 |
| Quant Aggressive Hybrid Fund Gr Reg Plan | 13.35 |
| Bank Of India Mid & Small Cap Equity & Debt Reg Gr | 14.17 |
| Bandhan Aggressive Hyb Fund Reg Gr | 11.79 |
| HSBC Aggressive Hybrid Fund Reg Gr | 10.93 |
| Kotak Aggressive Hybrid Fund Reg Gr | 12.29 |
| Navi Aggressive Hybrid Reg Gr | 10.63 |
| ICICI Pru Equity & Debt Gr | 16.85 |
| Union Aggressive Hybrid Reg Gr | 9.64 |
| Mirae Asset AgGressive Hybrid Reg Gr | 10.23 |
