Hybrid | Aggressive Hybrid Fund
3Y Returns
11.08%
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.
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%
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
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Equity Hybrid Fund Direct Growth
1Y
24.27%
3Y
11.08%
5Y
14.81%
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
44.39%
3Y
22.37%
5Y
26.57%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
33.49%
3Y
19.71%
5Y
22.72%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
37.81%
3Y
19.67%
5Y
27.58%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
33.47%
3Y
19.01%
5Y
20.29%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
37.77%
3Y
18.88%
5Y
25.8%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
35.08%
3Y
17.33%
5Y
21.35%
Quant Absolute Fund Direct Plan - Growth
1Y
33.16%
3Y
16.83%
5Y
25.57%
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
40.11%
3Y
16.66%
5Y
16.96%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
32.89%
3Y
16.44%
5Y
19.86%
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
33.56%
3Y
16.4%
5Y
19.92%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
29.49%
3Y
16.06%
5Y
14.2%
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
33.45%
3Y
15.89%
5Y
18.4%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
29.81%
3Y
14.48%
5Y
17.48%
Navi Equity Hybrid Fund Direct Plan Growth
1Y
26.84%
3Y
13.94%
5Y
15.32%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
32.93%
3Y
13.89%
5Y
17.4%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
30.87%
3Y
13.63%
5Y
17.45%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
30.13%
3Y
13.39%
5Y
17.58%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
23.32%
3Y
13.23%
5Y
16.67%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
27.5%
3Y
12.99%
5Y
15.77%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
27.42%
3Y
12.7%
5Y
16.61%
Shriram Hybrid Equity Fund Direct - Growth
1Y
26.85%
3Y
12.4%
5Y
14.11%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
28.81%
3Y
12.28%
5Y
15.27%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
29.99%
3Y
12.04%
5Y
13.44%
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
25.95%
3Y
11.65%
5Y
NA
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
27.73%
3Y
11.55%
5Y
15.12%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
28.4%
3Y
9.3%
5Y
13.85%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
22.83%
3Y
8.95%
5Y
13.53%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
8.18%
3Y
6.62%
5Y
11.31%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
-0.18%
5Y
8.14%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
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