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SBI Equity Hybrid Fund - Direct Plan

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 Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.94%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 41,265
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	9.29%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	13.32%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	14.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	14.52%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	2.9%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	9.42%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.66%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	11.84%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	10.09%
DSP Equity & Bond Fund - Direct Plan	1000	1000	13.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
Reverse Repo	Cash - Repurchase Agreement	6
HDFC Bank Ltd	Equity	5
Infosys Ltd	Equity	4
Divi's Laboratories Ltd	Equity	4
Bajaj Finance Ltd	Equity	3
Bharti Airtel Ltd	Equity	3
Reliance Industries Ltd.	Equity	3
State Bank of India	Equity	3
7.17% Govt Stock 2028	Bond - Gov't Treasury	2
ICICI Bank Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	71
Bond - Corporate Bond	14
Cash - Repurchase Agreement	7
Bond - Gov't Treasury	6
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	18
Bond - Corporate Bond	14
Healthcare	10
Basic Materials	10
Technology	9

Fund Manager

R. Srinivasan

9+ years of experience

Dinesh Ahuja

9+ years of experience

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m