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: 1.39% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 77,241.11 Cr As on 29-08-2025(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 |
304.769
-0.33 (-0.1094%)
14.03%
Benchmark: 12.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 8.4 | 16.06 | 13.91 | 16.55 | 12.28 |
| PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 6.34 | 13.53 | 13.2 | 13.44 | 8.68 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 5.3 | 19.46 | 19.72 | 25.92 | 15.84 |
| Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 4.73 | 16.97 | 15.47 | 17.47 | - |
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 25-11-1999 | 3.24 | 17.0 | 15.97 | 18.99 | 13.17 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 3.04 | 11.5 | 13.04 | 17.13 | 12.1 |
| HSBC Aggressive Hybrid Fund - Regular Growth | 01-01-2013 | 2.75 | 16.37 | 15.88 | 15.74 | 11.17 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 2.67 | 17.2 | 17.1 | 19.52 | - |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 2.64 | 15.33 | 15.87 | 16.78 | 12.6 |
| Union Aggressive Hybrid Fund - Regular Plan - Growth Option | 18-12-2020 | 2.26 | 13.34 | 13.12 | - | - |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.73%
Others
25.51%
Large Cap
59.41%
Mid Cap
12.35%
