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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.)

₹ 29672.19

Expense Ratio

1.21%

Scheme Class

Hybrid

AMC AUM (in Crs.)

₹ 283807

Min Subscription

₹ 5000

Min Addition Subscription

₹ 1000

Performance

Comparison

Portfolio

AMC Details

Building Graph

Peer Comparison

Fund

Min SIP Inv.

Min Inv.

Returns 3Y

Fund Size(Cr.)

Tata Retirement Savings Moderate Fund Direct Plan…

1000

14.87%

1061.2

Reliance Equity Hybrid Fund - Direct Plan…

500

10.21%

1,2812.7

HDFC Balanced Fund - Direct Plan…

1000

12.69%

2,1779.0

L&T Hybrid Equity Fund Direct Plan…

1000

10.85%

9748.5

Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan…

1000

10.42%

1,3672.2

ICICI Prudential Equity & Debt Fund Direct Plan…

1000

14.39%

2,6563.9

Principal Hybrid Equity Fund- Direct Plan…

1000

16.17%

1738.7

DSP Equity & Bond Fund - Direct Plan…

1000

12.33%

6424.1

Top 10 Holdings…

Company

Holding Type

Asset(%)

HDFC Bank Ltd

Equity

7.26% Govt Stock 2029

Bond - Gov't Treasury

State Bank of India

Equity

Kotak Mahindra Bank Ltd

Equity

Infosys Ltd

Equity

Reliance Industries Ltd

Equity

Divi's Laboratories Ltd

Equity

InterGlobe Aviation Ltd

Equity

Bajaj Finance Ltd

Equity

ICICI Prudential Life Insurance Co Ltd

Equity

Asset Allocation(%)

Equity

Bond - Corporate Bond

Bond - Gov't Treasury

Cash

Cash - Commercial Paper

Sector Allocation(%)

Sector

Percent

Banks - Regional - Asia

Bond - Corporate Bond

Bond - Gov't Treasury

Information Technology Services

Oil & Gas Refining & Marketing

SBI Mutual Fund

AUM

₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005

SBI Mutual Fund

AUMLaunch DatePhoneEmailAddress2,83,80729 Jun 198718002093333partnerforlife@sbimf.com191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005

Calculate Returns

LUMPSUM

SIP

Investment Amount

₹10,000

Return Amount

₹4,185

Return Rate

Duration

6y 0m

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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.

Top 10 Holdings…

SBI Mutual Fund

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Investment Duration