SBI Equity Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
23 yrs 2 monthsStarted on:31 Dec 1995
₹ 28048.52 Cras on: 22 Feb 2019
Medium Horizon
2.12%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.20
1 YR1.34
2 YR8.67
3 YR11.82

SIP Returns

TenureReturns (CAGR)
2 YR3.18
3 YR6.64
5 YR8.88
10 YR12.65

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.86
State Bank of India4.61
GOI 08/01/2028 7.17%4.29
Kotak Mahindra Bank Ltd.4.03
Infosys Ltd.3.55
Reliance Industries Ltd.3.06
Divi's Laboratories Ltd.2.52
ICICI Bank Ltd.2.47
ITC Ltd.2.38
Bharti Airtel Ltd.2.29

Top Sectoral Holdings

Sector Name% Assets
Financial25.29
Services9.63
Technology6.64
Energy6.15
FMCG4.04
Automobile3.72
Healthcare3.18
Communication2.27
Engineering2.22
Chemicals1.94

Indicators

LabelValue
Standard Deviation10.29%
Beta0.81%
Sharpe Ratio0.41

R. Srinivasan,Dinesh Ahuja

Mr. Srinivasan is M.Com and MFM.Mr. Ahuja is a B.Com (H) and MMS (Finance).
Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.