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Asset Size:31620Cr
Expense Ratio:1.72%
Fund Manager(s):Dinesh Ahuja,R. Srinivasan,
5year Returns:9.25%

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SBI Equity Hybrid Fund Regular Growth

SBI Mutual Fund       

Balanced Equity
Aggressive Allocation

Nav : 147.042 ( -0.33%) January 21st, 2020

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns(5 yrs)

9.25%

Investment Horizon

>3 Yr

Doubled Money

7yrs 9m

Returns since January 19th, 2005

15.38%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

48.3L

Projected Maturity Amount

1.1Cr

SBI Mutual Fund     

Balanced Equity
Aggressive Allocation

Nav : 147.042 ( -0.33%) January 21st, 2020

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

48.3L

Projected Maturity Amount

1.1Cr

Rank (of 245)

1

Annualized Returns(5 yrs)

9.25%

Investment Horizon

>3 Yr

Doubled Money

7yrs 9m

Returns since January 19th, 2005

15.38%

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
1.72%
Fund Category Risk
Moderate
Std Dev (1Yr)
9.272
Std Dev (3Yr)
9.037
Std Dev (5Yr)
9.705
Asset Size
31620Cr
Investment Details
Investment Plan
Growth
Return since Launch
15.38 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.25 %
Modified Duration
3.32
Contact Details
Phone No.
+91 22 61793000
Website