3 Year return
12.53%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹71585.08 Cr.
Expense Ratio
0.73% (inclusive of GST)
Exit Load
For exit within 12 months from the date of allotment. For 10% of investment - Nil For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
RS
R Srinivasan
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund |
24.84% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund |
20.3% |
3 |
Quant Absolute Fund |
16.43% |
4 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
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 | 14.99% |
Expense Ratio | 0.73% |
Fund Manager | R Srinivasan |
Fund Size | ₹71585.08 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 3333 1800 425 5425 |
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.
Choose the SIP Amount That Suits You the Best
FAQs
What is today's NAV of SBI Equity Hybrid Fund?
What is the AUM of SBI Equity Hybrid Fund?
What is the expense ratio of SBI Equity Hybrid Fund?
What are the returns of SBI Equity Hybrid Fund since inception?
What is the minimum SIP amount to invest in SBI Equity Hybrid Fund?
How do I invest in SBI Equity Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Equity Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Equity Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Equity Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.