SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl

SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by R. Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja. This fund gives you the benefit of diversification.

1. SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has ₹74036 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 15.10% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.13%, 16.33% and 20.03% respectively.

SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Government, Corporate, Financial Services, Basic Materials, Industrial, Cash Equivalent, Consumer Cyclical, Tech, Communication, Health, Consumer Defensive, Energy, Utilities, Real Estate.

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 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 0.00. SBI Equity Hybrid Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.