Submit

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 19-05-2025

294.9996

0.2 (0.0674%)

CAGR Since Inception

14.1%

Benchmark: 12.22%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 13.99 19.26 15.64 19.65 11.94
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 17.95 22.13 19.7 21.18 12.89
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 14.33 19.16 17.34 21.78 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 13.63 22.72 20.0 23.6 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 13.0 22.71 19.61 19.86 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 12.95 21.84 19.98 24.44 12.29
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 12.83 15.43 15.59 17.41 8.57
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 12.6 15.97 13.4 17.23 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.35 24.75 21.6 28.01 15.52
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.24 22.25 20.2 23.53 12.44

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

Feedback
Notification