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SBI Equity Hybrid Fund - Regular Plan -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 1.42% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 67,196.19 Cr As on (31-03-2024)
Turn over: 18% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
NAV as on 25-04-2024

256.7864

1.37 (0.5352%)

CAGR Since Inception

14.11%

Benchmark: 12.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
10x
FUND
3 Years 10 Months
4 Years 2 Months
12 Years 0 Months
20 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities

Current Asset Allocation (%)

Indicators

Standard Deviation 8.85
Sharpe Ratio 0.9
Alpha 1.07
Beta 0.73
Yield to Maturity 7.6
Average Maturity 13.08

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 26.65 13.02 14.71 13.91 14.23
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 55.84 30.42 25.05 19.18 14.26
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 49.83 22.09 25.21 21.86 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 41.91 23.36 26.96 20.73 17.76
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 40.33 20.61 23.28 24.69 18.88
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 35.45 18.12 16.11 13.36 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.34 18.85 19.08 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 35.13 20.57 20.62 16.92 14.47
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 35.03 20.43 20.5 16.86 14.42
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 34.37 18.48 - - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.87%

Others

24.87%

Large Cap

55.44%

Mid Cap

18.82%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - March 2024

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