3 Year return

14.68%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹1000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹67196.19 Cr.

Expense Ratio

0.75% (inclusive of GST)

Exit Load

For exit within 12 months from th date of allotment. For 10% of investment - Nil For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.

Ratings

ARQ Rating
4

Ratings by other agencies

4
4
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

SBI Mutual Fund Managers

RS

R Srinivasan

Fund Manager since Apr 2022

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 210
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan Growth

0%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan IDCW Payout

0%

About SBI Equity Hybrid Fund Direct Plan Growth

SBI Equity Hybrid Fund Direct Plan-Growth is an open-ended scheme offered by SBI Mutual Fund. It falls under the hybrid mutual fund scheme, which invests in a balanced mix of debt and equity. The equity component of the fund is targeted at capital appreciation over the long term, while the debt component adds stability to the portfolio and provides a source of regular income. This fund stands out as an avenue for delivering consistent returns in tune with most of its category peers. Its proficiency in managing losses in declining market conditions is average.

Investment Objective of the Scheme

The SBI Equity Hybrid Fund Direct Plan-Growth seeks to offer investors long-term capital appreciation combined with liquidity.

Key Features of The Fund

5-year return 14.06%
Expense Ratio 0.75%
Fund Manager R Srinivasan
Fund Size ₹67196.19 Cr
Risk Profile Very High

Is This Scheme Right for Me?

It is best suited for investors who are comfortable with a moderate to high level of risk in pursuit of higher potential returns. It's ideal for those seeking balanced exposure to equity and debt, with a bias towards equity. This fund's track record of delivering consistent returns and its average ability to manage losses during market downturns aligns it with individuals with a medium to long-term investment horizon. As always, investors should consider their risk appetite and financial goals before deciding to invest.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of SBI Equity Hybrid Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Equity Hybrid Fund Apr 22 2024 is 277.7703

What is the AUM of SBI Equity Hybrid Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Equity Hybrid Fund is 67196.19 crore.

What is the expense ratio of SBI Equity Hybrid Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Equity Hybrid Fund is 0.75%

What are the returns of SBI Equity Hybrid Fund since inception?

The SBI Equity Hybrid Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 14.98 since inception.

What is the minimum SIP amount to invest in SBI Equity Hybrid Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Equity Hybrid Fund is 500.

How do I invest in SBI Equity Hybrid Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Equity Hybrid Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Equity Hybrid Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Equity Hybrid Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.