SBI Equity Hybrid Fund - Direct Plan - Growth

(Erstwhile SBI Magnum Balanced Fund - DIRECT PLAN - Growth)
Fund House: SBI Mutual Fund
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.

328.4782

14.89%

PERFORMANCE

Returns Type:
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End : 
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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:  

Created with Highstock 2.1.5Rate of ReturnSBI Equity Hybrid Fund - Direct Plan - GrowthAK Hybrid Aggressive TRIHybrid: AggressiveGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
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
0 Years 0 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 8.74
Sharpe Ratio 1.02
Alpha 8.27
Beta 0.07
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 - 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

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

2.6%

Others

26.57%

Large Cap

58.3%

Mid Cap

12.53%

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