SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth
(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
| Category: Hybrid: Aggressive |
| Launch Date: 31-12-1995 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.66% As on (31-07-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 29,407.69 Cr As on (31-07-2019) |
| Turn over: 252% |
133.448
0.47 (0.3533%)
13.88%
NIFTY 50 TRI 13.11%
PERFORMANCE of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth
Scheme Performance (%)
Data as on - 18-09-2019Yearly Performance (%)
Fund Managers
Mr. Dinesh Ahuja, Mr. R. Srinivasan
Mr. Ahuja is a B.Com (H) and MMS (Finance). Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
Investment Objective
Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities
RETURNS CALCULATOR for SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 9.64 | 1.19 | -2.8 | 1.22 | 7.49 | 7.74 |
| Hybrid: Aggressive | - | - | - | - | - | - |
PEER COMPARISION of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 31-12-1995 | 4.23 | 5.29 | 8.09 | 9.64 | 11.43 |
| BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION | 07-04-2017 | 5.9 | 4.85 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option | 05-09-2018 | 5.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Equity Hybrid Fund - Regular Plan - Growth Option | 05-08-2018 | 3.88 | 0.0 | 0.0 | 0.0 | 0.0 |
| LIC MF Equity Hybrid Fund-Regular Plan-Growth | 31-03-1991 | 3.32 | 3.96 | 5.05 | 4.65 | 6.83 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 27-05-1999 | 2.05 | 1.91 | 6.15 | 9.28 | 10.57 |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 05-07-2015 | 1.39 | 3.39 | 8.59 | 0.0 | 0.0 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | 1.08 | 2.82 | 7.1 | 8.7 | 11.87 |
| Essel Equity Hybrid Fund - Regular Plan - Growth | 23-04-2018 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Equity Hybrid - Growth | 01-11-2014 | 0.01 | 1.03 | 4.78 | 0.0 | 0.0 |
