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

SBI Equity Hybrid Fund Regular Growth

+
  • Hybrid
  • Aggressive Allocation
  • Rating 3
  • Plan
258.80 +1.03 (0.40%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)67196.19
  • CAGR 23.89%
  • Exit Load1.00%
  • Expense ratio1.42%
  • CategoryHybrid
  • Min Investment1000
  • Min SIP500
  • Launch Date2005-01-19

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 May 2024

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

Risk & Volitility

  • Alpha 0.14%
  • Beta 1.08
  • Sharpe Ratio0.93
  • Std Deviation 8.88%
  • 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 Regular Growth has an AUM of 67196.19 crores & has delivered CAGR of 14.36% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.42%. 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 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 Growth, SBI Equity Hybrid Fund Regular Growth, HDFC Hybrid Equity Fund Growth, Canara Robeco Equity Hybrid Fund Growth, DSP Equity & Bond Fund Growth. SBI Equity Hybrid Fund Regular Growth has a sharpe ratio of 0.93 & a standard deviation of 8.88%.

FAQs about SBI Equity Hybrid Fund Regular Growth

According to the morning star rating SBI Equity Hybrid Fund Regular Growth has a Moderate risk & Exceptional return.
SBI Equity Hybrid Fund Regular Growth is managed by R. Srinivasan,Rajeev Radhakrishnan,Mansi Sajeja,Pradeep Kesavan.
The expense ratio of SBI Equity Hybrid Fund Regular Growth is 1.42%.
The 5 year annualized return on SBI Equity Hybrid Fund Regular Growth is 14.36% & it has generated 23.89% in the last 1 year.
The minimum investment in SBI Equity Hybrid Fund Regular Growth is 1000 Rs.
SBI Equity Hybrid Fund Regular Growth has an AUM of 67196.19 crores.
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