SBI Equity Hybrid Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
24 yrs 4 monthsStarted on:31 Dec 1995
₹ 32469.68 Cras on: 03 Apr 2020
Medium Horizon
1.62%
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 YR1.39

SIP Returns

TenureReturns (CAGR)
10 YR8.19

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.53
Bharti Airtel Ltd.4.35
Kotak Mahindra Bank Ltd.3.94
State Bank of India3.73
GOI 07/10/2029 6.45%3.65
Divi's Laboratories Ltd.3.57
Bajaj Finance Ltd.3.44
Axis Bank Ltd.3.44
Infosys Ltd.3
Shree Cement Ltd.2.3

Top Sectoral Holdings

Sector Name% Assets
Financial29.15
Energy6.51
Services5.92
Healthcare4.59
Communication4.35
Technology4.29
FMCG3.58
Construction2.89
Automobile2.84
Chemicals1.93

Indicators

LabelValue
Standard Deviation14%
Beta1.12%

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 Mutual Fund he has worked with Principal 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.