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SBI Equity Hybrid Fund(IDCW-Payout)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 43.66 | 1.42 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.49 | 1.52 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Not allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Equity Hybrid Fund(IDCW-Payout) | 17.54% | 12.83% | 11.02% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | 11.40% | 12.10% | 11.10% |
| HDFC Hybrid Equity Fund(IDCW) | 9.61% | 8.13% | 3.28% |
| Canara Rob Equity Hybrid Fund(M-IDCW) | 12.69% | 7.55% | 6.78% |
Price Comparison
Compare SBI Equity Hybrid Fund(IDCW-Payout) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.40 %
Holdings
5.92 %
0.40 % - Bharti Airtel Ltd3M change : 0.20 %
Holdings
5.62 %
0.20 % - Divi's Laboratories Ltd3M change : 0.79 %
Holdings
4.26 %
0.79 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,72,082.81 Cr.
Fund Manager Profile
R. Srinivasan
AUM: ₹1,69,876.52 Cr.
|
Exp: 19yrs
Rajeev Radhakrishnan
AUM: ₹2,68,906.18 Cr.
|
Exp: 10yrs
Mansi Sajeja
AUM: ₹1,41,840.49 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
SBI Equity Hybrid Fund 2021 | SBI Mutual Fund | Review in Hindi | एसबीआई म्यूचुअल फंड
3 years ago•ZFunds
Top 5 Best SBI Mutual Fund 2021 | Ideal For Both Short & Long Term !
3 years ago•Banking Mastery
SBI EQUITY HYBRID FUND REVIEW|SBI MUTUAL FUND|BEST HYBRID FUND 2020| SBI HYBRID MUTUAL FUND|SBI Fund
4 years ago•Invest Empires
Hybrid Mutual Funds - An All-Rounder Investment in 2020 | SBI Mutual Fund
4 years ago•SBI Mutual Fund
SBI Equity Hybrid Fund Review Solid Performance
5 years ago•freefincal - Prudent DIY Investing
How Tina Invests in SBI Magnum Balanced Funds to achieve Financial Goals? | Money & Millennials
5 years ago•SBI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%