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Sbi Equity Hybrid Fund Direct Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 24/05/2024)
287.97 (-0.23)

3Y Returns

14.08%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

0.76%

Fund Size

64202 Cr

Inception Date

01-Jan-13

Fund Manager

Rajeev Radhakrishnan

Exit Load

Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

76.69%

Debt & Others

23.31%

Market Cap Allocation

Large Cap

57.74%

Mid Cap

18.02%

Small Cap

0.93%

Other Cap

23.31%

Sector Allocation

Banks

20.70%

Govt-Sec

9.06%

Telecom

7.30%

Finance

7.11%

Pharmaceuticals

6.19%

Top Ten Holdings

ICICI Bank Ltd

6.96%

Bharti Airtel Ltd

5.94%

Infosys Ltd

5.37%

Reliance Industries Ltd

5.30%

HDFC Bank Ltd

4.72%

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 House Detail

AMC Name

SBI Funds Management Private Limited

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

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15.31%

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16.36%

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28.52%

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15.31%

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NA

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1Y

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4.16%

5Y

8.72%

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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