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Business News/Market/Market Stats/    SBI Equity Hybrid Fund Direct Growth

SBI Equity Hybrid Fund Direct Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 4
  • Plan
288.15 +0.18 (0.06%) NAV as on 27 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)68409.82
  • CAGR 27.03%
  • Exit Load1.00%
  • Expense ratio0.74%
  • CategoryHybrid
  • Min Investment1000
  • Min SIP500
  • Launch Date2013-01-01

Morning Star Rating 4

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 28 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • MRF
  • 2392.48
  • 3.50%
View More

Risk & Volitility

  • Alpha 0.83%
  • Beta 1.08
  • Sharpe Ratio1.01
  • Std Deviation 8.89%
  • Tracking Error 4.06%

About Fund

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. However, there can be no assurance that the investment objective of the scheme will be achieved. Please check investment objective for all schemes

 

The SBI Equity Hybrid Fund Direct Growth has an AUM of 68409.82 crores & has delivered CAGR of 14.54% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.74%. The minimum investment in SBI Equity Hybrid Fund Direct Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, State Bank Of India, Bharti Airtel & Reliance Industries.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs & Communications Services.

 

Some of the similar funds are ICICI Prudential Equity & Debt Fund Direct Plan Growth, SBI Equity Hybrid Fund Direct Growth, HDFC Hybrid Equity Fund Direct Growth Option, Canara Robeco Equity Hybrid Fund Direct Plan Growth, DSP Equity & Bond Fund Direct Plan Growth. SBI Equity Hybrid Fund Direct Growth has a sharpe ratio of 1.01 & a standard deviation of 8.89%.

FAQs about SBI Equity Hybrid Fund Direct Growth

According to the morning star rating SBI Equity Hybrid Fund Direct Growth has a Moderate risk & Exceptional return.
SBI Equity Hybrid Fund Direct Growth is managed by R. Srinivasan,Rajeev Radhakrishnan,Mansi Sajeja,Pradeep Kesavan.
The expense ratio of SBI Equity Hybrid Fund Direct Growth is 0.74%.
The 5 year annualized return on SBI Equity Hybrid Fund Direct Growth is 14.54% & it has generated 27.03% in the last 1 year.
The minimum investment in SBI Equity Hybrid Fund Direct Growth is 1000 Rs.
SBI Equity Hybrid Fund Direct Growth has an AUM of 68409.82 crores.
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