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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 79,008.05 Cr As on 30-09-2025(Source:AMFI)
Turn over: 18% | Exit Load: \r\n\tFor exit within 12 months from the date of allotment\r\n\r\n\t- For 10% of investment - Nil\r\n\r\n\t- For remaining investments - 1.00%\r\n\r\n\t\r\n\tFor exit after 12 months from the date of allotment - Nil.\r\n

310.6948

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 8.75
Sharpe Ratio 0.85
Alpha 6.94
Beta 0.09
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 10.19 16.83 14.97 17.09 12.47
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.72 19.64 20.5 26.84 15.93
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.1 18.02 16.48 18.22 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.26 13.83 14.13 13.72 8.75
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 4.67 17.62 17.69 19.84 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 4.1 17.44 18.03 19.99 12.66
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 4.08 17.44 18.09 20.05 12.69
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 3.97 12.03 13.6 17.47 12.1
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 3.95 13.69 13.89 - -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 3.78 14.42 14.46 15.96 12.62

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

2.56%

Others

28.43%

Large Cap

57.34%

Mid Cap

11.67%

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