SBI Equity Hybrid Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
23 yrs 10 monthsStarted on:31 Dec 1995
₹ 30550.52 Cras on: 18 Oct 2019
Medium Horizon
1.64%
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)
YTD10.17
1 Month5.94
3 Month2.90
1 YR16.66
2 YR7.86
3 YR9.64

SIP Returns

TenureReturns (CAGR)
1 YR15.19
2 YR9.4
3 YR10
5 YR10.13
10 YR13.2

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.23
Kotak Mahindra Bank Ltd.4.25
Axis Bank Ltd.3.6
State Bank of India3.55
Infosys Ltd.3.51
Bajaj Finance Ltd.3.31
Bharti Airtel Ltd.3.24
Divi's Laboratories Ltd.2.74
Interglobe Aviation Ltd.2.61
ICICI Prudential Life Insurance Company Ltd.2.58

Top Sectoral Holdings

Sector Name% Assets
Financial31.97
Services8.86
FMCG5.49
Energy5.03
Technology4.95
Automobile4.25
Healthcare3.53
Communication3.24
Chemicals2.1
Construction1.76

Indicators

LabelValue
Standard Deviation9.78%
Beta1.09%
Sharpe Ratio0.42

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.