SBI Equity Hybrid Fund - Regular Plan -Growth
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Riskometer: Very High
Asset Class
Mixed Asset
Status
Open Ended Schemes
Fund Managers
Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja, Mr. Pradeep Kesavan,
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.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
1.39% As on (31-05-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
75,632.81 Cr As on (30-05-2025)
Nav Movement
RETURNS CALCULATOR for SBI Equity Hybrid Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 8.66 | 0.88 | 1.12 | 0.99 | 7.55 | 7.87 |
| Hybrid: Aggressive | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| N/A | 25.44 |
| Financial Services | 24.58 |
| Services | 5.79 |
| Information Technology | 5.11 |
| Telecommunication | 5.03 |
| Automobile and Auto Components | 4.5 |
| Healthcare | 4.45 |
| Chemicals | 4.25 |
| Consumer Services | 3.77 |
| Construction Materials | 3.01 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.94 |
| 6.79% CGL 2034 | 5.85 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.4 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 4.25 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.17 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 3.84 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.41 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.22 |
| MRF LIMITED EQ | 3.12 |
| INFOSYS LIMITED EQ FV RS 5 | 3.1 |