SBI Equity Hybrid Fund - Regular Plan -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
Fund House: SBI Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.38% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 78,708.42 Cr As on 30-06-2025(Source:AMFI)
Turn over: 18% | Exit Load: For exit within 12 months from the date of allotment- For 10% of investment - Nil- For remaining investments - 1.00%For exit after 12 months from the date of allotment - Nil.

301.8623

14.09%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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

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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.14
Sharpe Ratio 1.25
Alpha 2.27
Beta 0.97
Yield to Maturity 7.55
Average Maturity 7.87

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 9.95 16.73 15.25 16.76 12.07
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.22 16.98 16.35 19.1 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 7.77 17.41 17.59 17.83 12.27
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 7.07 12.65 14.29 14.58 8.26
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 6.4 19.55 17.93 16.71 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.82 20.4 20.7 25.05 15.3
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 5.1 18.16 19.06 20.2 12.26
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 5.09 18.12 18.97 20.14 12.21
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 4.59 12.88 12.08 14.06 -
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 4.58 15.74 17.23 19.29 9.87

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

2.58%

Others

26.54%

Large Cap

59.45%

Mid Cap

11.43%

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