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:
\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

305.963

14.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
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 10.34 18.55 16.52 17.58 12.29
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.87 18.04 17.23 19.75 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 8.93 19.32 18.88 18.23 12.61
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.51 22.49 21.79 25.64 15.57
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.58 20.54 19.64 21.1 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.54 19.77 20.31 20.98 12.56
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.54 19.83 20.4 21.04 12.61
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 6.22 14.05 13.2 14.5 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 6.12 13.74 15.36 15.24 8.59
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 6.11 21.03 19.27 17.47 -

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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