FAQ : SBI Equity Hybrid Fund - Regular Plan - Growth

SBI Equity Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 20.88 14.8 14.16 10.92
Average Rolling Returns(%) 14.76 15.18 13.82 13.44

The Current NAV of SBI Equity Hybrid Fund - Regular Plan - Growth is ₹247.36.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

SBI Equity Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.42%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Equity Hybrid Fund - Regular Plan - Growth is currently ₹65,010 Crores.

The Top three stocks are ICICI Bank, Bharti Airtel and Infosys and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 48% of fund’s portfolio respectively.

Top three sectors of SBI Equity Hybrid Fund - Regular Plan - Growth fund are BFSI, Others and Miscellaneous accounting for 52% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Equity Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.

R. Srinivasan and Dinesh Ahuja manage the SBI Equity Hybrid Fund - Regular Plan - Growth Fund.

SBI Equity Hybrid Fund - Regular Plan - Growth current PE ratio is 39.92 and PB ratio is 7.05

The asset allocation of SBI Equity Hybrid Fund - Regular Plan - Growth is Stocks : 77.03%, Debt : 21.35% and Gold : 1.64%

The minimum SIP amount for SBI Equity Hybrid Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for SBI Equity Hybrid Fund - Regular Plan - Growth is Nil for 10% of investments and 1% for remaining investment on or before 12 months, Nil after 12 months

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