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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
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.

301.4859

14.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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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 8.73
Sharpe Ratio 0.94
Alpha 7.58
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 - Regular Plan -Growth 01-12-1995 9.71 17.1 13.64 16.24 11.83
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.68 17.82 15.07 18.14 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 6.49 20.78 19.45 24.43 15.35
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 6.1 17.31 15.51 17.0 12.0
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.76 13.4 12.29 14.06 8.17
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 4.49 19.62 16.37 16.21 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3.94 18.55 17.29 19.58 11.98
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3.93 18.61 17.36 19.64 12.03
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 3.91 16.11 15.54 18.88 9.73
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 3.89 15.76 13.52 15.74 11.86

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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