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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 Index
TER: 1.4% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 74,035.66 Cr As on 30-04-2025(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.
NAV as on 20-05-2025

292.7141

-2.29 (-0.7808%)

CAGR Since Inception

14.07%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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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 9.82
Sharpe Ratio 0.66
Alpha 0.5
Beta 1.0
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 13.11 18.77 14.82 19.14 11.81
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.0 21.6 18.82 20.6 12.77
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.13 18.5 16.2 21.21 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 12.58 22.12 18.92 23.03 -
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 12.12 15.12 15.67 17.85 8.41
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 12.06 21.33 18.91 23.91 12.17
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.99 22.13 18.6 19.32 -
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 11.65 15.46 12.54 16.68 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 11.44 24.21 20.65 27.54 15.38
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 11.23 21.66 19.09 22.92 12.31

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

29.98%

Large Cap

48.28%

Mid Cap

19.46%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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