SBI Equity Hybrid Fund Regular Growth

balanced equity | moderate allocation
NAV:  126.048( 0.63%)   As on July 20th, 2018

Horizon: Ideal for medium-term goals. Invest in this fund to maximize your returns for a foreseeable future.

Smart Tip: This fund balances high return on equity investments with stable returns of debt. Ideal for investments for an investment horizon of 3 years. Only 10% long-term tax on capital gains above 1 lakh.

Upwardly Rank
6
Upwardly rank is calculated based on performance,
stability of returns, size, management cost and liquidity of fund.
/314
Upwardly Recommended

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Invest in SBI Equity Hybrid Fund Regular Growth Mutual Fund via SIP or lumpsum

SEBI Registerd.
INA200006804
AMFI registered.
ARN-112426
Invest through BSE.
Member code: 11028
 
8.99

Annualized

Annualized return per year for the specified period,
net of all fund charges.

Return for 3 yrs

 
> 3 yrs yrs
Investment
Recommended minimum period that investor
should stay invested for getting good returns,
however, you can withdraw anytime.\
Horizon
 
Doubled
Time period this fund took
to double the invested money
Money
 
15.91

Returns

Annualized return per year since inception,
net of all fund charges.

since January 19th, 2005

0
Exit Load
Period after which
there is no penalty for withdrawal
after 12 Months

Fund Performance

Fund's historical return compared with Fixed Deposit
 
invested for
:   
3M
:   
6M
:   
1Y
:   
3Y
:   
5Y
3 and 6 Months returns are absolute

Fund Multiplier

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

Top 5 holdings invested in

As on April 30th, 2018

Top 5 Sectors invested in

As on April 30th, 2018

Peer Comparison

Comparing returns for ₹ 1,00,000 invested 3 and 5 years back
   RankFund3 Yr Return5 Yr Return
1
Principal Hybrid Equity Fund Growth₹ 1,43,493 (12.8%)₹ 2,24,661 (17.6%)
2
Tata Retirement Savings Moderate Fund Growth₹ 1,41,380 (12.2%)₹ 2,51,696 (20.3%)
3
HDFC Balanced Fund Growth₹ 1,36,137 (10.8%)₹ 2,35,661 (18.7%)
4
Reliance Equity Hybrid Fund - Growth₹ 1,31,139 (9.5%)₹ 2,22,399 (17.3%)
6
SBI Equity Hybrid Fund Regular Growth₹ 1,29,455 (9%)₹ 2,20,059 (17.1%)

Fund's 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

Launch Date

January 19th, 2005

Expense Ratio
Amount deducted by the fund, per annum,
for managing the fund and paying commissions
to distributors.Lower the better

1.96%

Fund Category Risk

Moderate

Fund Risk
Std Dev (1 Yr)

Std Dev (3 Yr)

Std Dev (5 Yr)


9.1%
9.7%
10.3%

Return Range

Average

Fund Type

open Ended

Asset Size

23581Cr
Investment Details

Investment Plan

Growth

Return since Launch

15.91%

Minimum Investment

1,000

Minimum Addl Investment

1,000

Modified Duration

3.17

Exit Load

1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)

Tax Impact

15% of profit if withdrawn before 1 year.
10% of profit in excess of ₹1 lakh if withdrawn after 1 year. Profit withdrawn up to 1 lakh in a financial year is exempt from income tax.
Contact Details

Fund Manager(s)

Dinesh Ahuja
R. Srinivasan

Tel. No.

+91 22 61793000

Fax No.

91-22-22189663

Website

www.sbimf.com