Get the best Upwardly Experience on our App. Install Now

+91 73377 40002

9AM - 8PM

Asset Size:30028Cr
Expense Ratio:1.64%
Fund Manager(s):Dinesh Ahuja,R. Srinivasan,
5year Returns:12.92%

check

SBI Equity Hybrid Fund Regular Growth

SBI Mutual Fund       

Balanced Equity
Aggressive Allocation

Nav : 136.7533 ( -0.50%) June 21st, 2019

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

12.92%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 19th, 2005

15.47%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83L

Projected Maturity Amount

1.4Cr

SBI Mutual Fund     

Balanced Equity
Aggressive Allocation

Nav : 136.7533 ( -0.50%) June 21st, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83L

Projected Maturity Amount

1.4Cr

Rank (of 245)

3

Annualized Returns(5 yrs)

12.92%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 19th, 2005

15.47%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
January 19th, 2005
Expense Ratio
1.64%
Fund Category Risk
Moderate
Std Dev (1Yr)
11.289
Std Dev (3Yr)
9.425
Std Dev (5Yr)
9.95
Asset Size
30028Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.47 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.83 %
Modified Duration
4.31
Contact Details
Phone No.
+91 22 61793000
Website