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SBI Equity Hybrid Fund - Regular Plan -Growth

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

₹ 83,353.48 Cr

Expense Ratio

1.31%

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 3.05 13.15 10.91
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
307.4286
Last change
0.19 (0.0613%)
Fund Size (AUM)
₹ 83,353.48 Cr
Performance
13.74% (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 6.92
STATE BANK OF INDIA EQ NEW RE. 1/- 4.23
Adani Power Limited 3.7
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.64
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- 3.32
ADANI TRANSMISSION LIMITED EQ 3.25
Kotak Mahindra Bank Limited 3.22
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.17
MUTHOOT FINANCE LIMITED EQ 2.88
MRF LIMITED EQ 2.65

Sector Allocation

Sector Holdings (%)
Financial Services 18.83
Power 9.14
Consumer Services 6.67
Oil, Gas & Consumable Fuels 4.14
Healthcare 3.4
Metals & Mining 3.33
Chemicals 3.32
Telecommunication 3.17
Automobile and Auto Components 3.06
Information Technology 2.88

Peer Comparison

Scheme Name 5Y (%)
SBI Equity Hybrid Reg Gr 10.91