Category: Hybrid: Aggressive |
Launch Date: 01-01-2013 |
Asset Class: Mixed Asset |
Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
TER: 0.73% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1,000 |
Minimum Topup: 1,000 |
Total Assets: 77,793.99 Cr As on 31-07-2025(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. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | 8.74 |
Sharpe Ratio | 1.02 |
Alpha | 8.27 |
Beta | 0.07 |
Yield to Maturity | 7.55 |
Average Maturity | 7.87 |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
SBI Equity Hybrid Fund - Direct Plan - Growth | 01-01-2013 | 10.09 | 16.64 | 13.99 | 16.68 | 12.82 |
SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 9.36 | 15.86 | 13.22 | 15.89 | 11.9 |
Bandhan Aggressive Hybrid Fund-Regular Plan Growth | 05-12-2016 | 8.05 | 16.73 | 14.63 | 18.0 | - |
DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 6.42 | 16.8 | 15.29 | 17.12 | 12.07 |
PGIM India Aggressive Hybrid Equity Fund - Growth Option | 29-01-2004 | 5.77 | 12.3 | 12.2 | 13.91 | 8.23 |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Small Cap
2.6%
Others
26.57%
Large Cap
58.3%
Mid Cap
12.53%