SBI Equity Hybrid Fund Direct

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 27081.79
Expense Ratio
1.47%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
134.6228
(-0.38 %)
NAV as on 2019-01-18
Returns
Fund
SBI Equity Hybrid Fund Direct
1 Year
-1.68%
3 Year
12.98%
5 Year
16.45%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,971
Portfolio Value
-29
Total Returns