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Asset Size:29354Cr
Expense Ratio:1.65%
Fund Manager(s):Dinesh Ahuja,R. Srinivasan,
5year Returns:9.86%

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SBI Equity Hybrid Fund Regular Growth

SBI Mutual Fund       

Balanced Equity
Aggressive Allocation

Nav : 132.9765 ( -1.12%) September 17th, 2019

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns(5 yrs)

9.86%

Investment Horizon

>3 Yr

Doubled Money

7yrs 5m

Returns since January 19th, 2005

14.98%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

53.2L

Projected Maturity Amount

1.1Cr

SBI Mutual Fund     

Balanced Equity
Aggressive Allocation

Nav : 132.9765 ( -1.12%) September 17th, 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

53.2L

Projected Maturity Amount

1.1Cr

Rank (of 245)

1

Annualized Returns(5 yrs)

9.86%

Investment Horizon

>3 Yr

Doubled Money

7yrs 5m

Returns since January 19th, 2005

14.98%

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
1.65%
Fund Category Risk
Moderate
Std Dev (1Yr)
11.017
Std Dev (3Yr)
9.499
Std Dev (5Yr)
9.664
Asset Size
29354Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.98 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
8.56 %
Modified Duration
4.37
Contact Details
Phone No.
+91 22 61793000
Website