SBI Equity Hybrid Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
23 yrs 8 monthsStarted on:31 Dec 1995
₹ 29407.69 Cras on: 19 Aug 2019
Medium Horizon
1.66%
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)
YTD4.07
3 Month0.37
1 YR2.48
2 YR6.97
3 YR8.50

SIP Returns

TenureReturns (CAGR)
1 YR5.01
2 YR4.64
3 YR7.02
5 YR8.5
10 YR12.45

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.89
State Bank of India4.97
GOI 14/01/2029 7.26%4.3
Kotak Mahindra Bank Ltd.4.08
Infosys Ltd.3.59
Bharti Airtel Ltd.3.09
Bajaj Finance Ltd.2.76
Divi's Laboratories Ltd.2.61
ICICI Prudential Life Insurance Company Ltd.2.6
Interglobe Aviation Ltd.2.26

Top Sectoral Holdings

Sector Name% Assets
Financial29.32
Services8.09
FMCG5.46
Technology5.17
Energy4.27
Automobile3.94
Communication3.09
Healthcare2.61
Chemicals2.05
Construction1.15

Indicators

LabelValue
Standard Deviation9.45%
Beta1.06%
Sharpe Ratio0.33

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.