SBI Equity Hybrid Fund Direct Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹83,353.48 Cr
Expense Ratio
0.71%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.76% | -- |
| 3 Months | -0.3% | -- |
| 6 Months | -1.77% | -- |
| 1 Year | +5.13% | +5.13% |
| 2 Years | -- | +9.41% |
| 3 Years | +50.46% | +14.59% |
| 5 Years | +77.98% | +12.22% |
| Since Launch | +498.65% | +14.31% |
Holdings as on 21 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps | 5,767.78 | 6.92 |
| State Bank of India | 3,525.89 | 4.23 |
| Adani Power | 3,087.10 | 3.70 |
| ICICI Bank | 3,032.16 | 3.64 |
| Solar Industries India | 2,763.59 | 3.32 |
| Adani Energy Solutions | 2,707.92 | 3.25 |
| Kotak Mahindra Bank | 2,683.10 | 3.22 |
| Bharti Airtel | 2,641.52 | 3.17 |
| Muthoot Finance | 2,396.94 | 2.88 |
| MRF | 2,205.07 | 2.65 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.77
Sharpe Ratio
10.81%
Std. Deviation
4.06%
Tracking Error
0.83%
Alpha
1.08
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Equity & Debt Fund Direct Plan Growth | +3.43% | +17.36% | +17.77% |
| SBI Equity Hybrid Fund Direct Growth | +5.13% | +14.59% | +12.22% |
| DSP Aggressive Hybrid Fund Direct Plan Growth | -2.77% | +13.69% | +11.5% |
| Canara Robeco Equity Hybrid Fund Direct Plan Growth | +2.11% | +12.94% | +11.82% |
| HDFC Hybrid Equity Fund Direct Growth Option | -5.65% | +8.13% | +10.24% |
Results are calculated on CAGR basis
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.
The SBI Equity Hybrid Fund Direct Growth has an AUM of 83353.48 crores & has delivered CAGR of 12.22 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.71%. 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 Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps, State Bank of India, Adani Power, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Electric Utilities, Consumer Financial Services, Chemical Manufacturing.
Some of the similar funds are ICICI Prudential Equity & Debt Fund Direct Plan Growth, SBI Equity Hybrid Fund Direct Growth, DSP Aggressive Hybrid Fund Direct Plan Growth, Canara Robeco Equity Hybrid Fund Direct Plan Growth, HDFC Hybrid Equity Fund Direct Growth Option. SBI Equity Hybrid Fund Direct Growth has a sharpe ratio of 0.77 & a standard deviation of 10.81%.
FAQs
According to the morning star rating SBI Equity Hybrid Fund Direct Growth has a Medium risk & High 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 0.71%.
The 5 year annualized return on SBI Equity Hybrid Fund Direct Growth is 12.22% & it has generated 5.13% 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 83353.48 crores.
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