SBI Equity Hybrid Fund Direct
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.
Suitability
This product is suitable for investors who are seeking
• Long term investment
• Investment in a mix of debt and equity through stocks of high growth companies and relatively safe portfolio of debt to provide both long term capital appreciation and liquidity.
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 27906.81
Expense Ratio
1.32%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 27906.81 |
| Expense Ratio | 1.32% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 264353 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
6.68
State Bank of India
Equity
4.88
GOI
GOI Sec
4.49
Kotak Mahindra Bank Ltd.
Equity
4.14
Infosys Ltd.
Equity
2.62
Tata Consultancy Services Ltd.
Equity
2.44
ICICI Bank Ltd.
Equity
2.34
Bharti Airtel Ltd.
Equity
2.30
Gruh Finance Ltd.
Equity
2.22
ITC Ltd.
Equity
2.12
Asset Allocation(%)
GOI Securities
6.94
Equity
66.82
Debenture
5.73
Central Government Loan
3.46
CBLO
10.76
Sector Allocation(%)
Sector
Percent
Services
8.34
Technology
6.16
FMCG
4.98
Healthcare
4.14
Financial
27.05
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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