SBI Equity Hybrid Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
14.54%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹252.79
Min. SIP amount₹500
Rating3
Fund size₹59,302.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.7%14.5%13.7%14.6%
Category average13.7%16.2%13.0%NA
Rank with in category372917NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity7.2%
FinancialEquity5.9%
CommunicationEquity5.3%
TechnologyEquity4.8%
FinancialEquity4.2%
HealthcareEquity4.0%
AutomobileEquity3.8%
FinancialEquity3.8%
ConstructionEquity3.4%
ChemicalsEquity2.9%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 2.02 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y
Lower expense ratio: 0.77%

Expense ratio, exit load and tax

Expense ratio: 0.77%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Mohit Jain
May 2020 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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