SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl

SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 31 December, 1995. The fund is managed by R. Srinivasan, Mansi Sajeja, Rajeev Radhakrishnan, Pradeep Kesavan. This fund gives you the benefit of diversification.

1. SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl has ₹77256 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 1.4.
   

SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl has given a CAGR return of 15.07% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.91%, 13.11% and 16.46% respectively.

SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Basic Materials, Industrial, Consumer Cyclical, Communication, Tech, Health, Consumer Defensive, Utilities, Energy, 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 500.00. SBI Equity Hybrid Fund Regular Payout Inc Dist cum Cap Wdrl has no lock in period.