SBI Equity Hybrid Fund Regular Growth

• Alpha 0.14%
• Beta 1.08
• Sharpe Ratio0.82
• Std Deviation 9.56%
• Tracking Error 4.06%

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 Regular Growth has an AUM of 75639.24 crores & has delivered CAGR of 17.99% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.39%. The minimum investment in SBI Equity Hybrid Fund Regular 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 Hdfc Bank, 6.79% Govt Stock 2034, Solar Industries India & Icici Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming & Chemical Manufacturing.

Some of the similar funds are ICICI Prudential Equity & Debt Fund Growth, SBI Equity Hybrid Fund Regular Growth, DSP Aggressive Hybrid Fund Growth, HDFC Hybrid Equity Fund Growth, Canara Robeco Equity Hybrid Fund Growth. SBI Equity Hybrid Fund Regular Growth has a sharpe ratio of 0.82 & a standard deviation of 9.56%.