SBI Equity Hybrid Fund Direct Growth
About the Fund
SBI Equity Hybrid Fund Direct Growth has one of highest asset under management (AUM) among all hybrid funds. It seeks to provide capital appreciation along with income generation - since it can invest in bond stocks and bonds.Since it invests in a mix of equity and debt instruments, there is a balance of risk and security in the portfolio. The equity component is meant to generate capital appreciation over the long term, while the debt component provides stability and generates income for the fund.This fund is suitable for those who seek a moderate to high-risk investment option with a potential for higher returns.
Key Parameters
- SBI Equity Hybrid Fund Direct Growth has ₹71495 Cr worth of assets under management (AUM) as on Jun 2024 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
SBI Equity Hybrid Fund Direct Growth has given a CAGR return of 15.56% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 25.04%, 14.20% and 16.12% respectively.
Holdings
SBI Equity Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Basic Materials, Industrial, Energy, Health, Communication, Consumer Cyclical, Consumer Defensive, Cash Equivalent, Tech, Securitize.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of SBI Equity Hybrid Fund Direct Growth
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. However, there can be no assurance that the investment objective of the scheme will be achieved. Please check investment objective for all schemes
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. SBI Equity Hybrid Fund Direct Growth has no lock in period.
INDmoney Rank
Fund Overview
| Expense ratio | 0.73% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹71495 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
| Lock In | No Lock-in |
TurnOver | 86.44% |
| Risk |   Very High Risk |
Fund Distributionas on (30-Jun-24)
as on (30-Jun-24)
Mutual Fund Insights
SBI Equity Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹71495 Cr
Expense Ratio 0.73%
Frequently Asked Questions
SBI Equity Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.13% | 2.13% |
6 Month Returns | 13.89% | 13.89% |
1 Year Returns | 25.04% | 25.04% |
3 Years Returns | 48.95% | 14.2% |
5 Years Returns | 111.09% | 16.12% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 78.36 |
AA | 20.86 |
A | 0.77 |