SBI Equity Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

SBI Equity Hybrid Growth Direct Plan

NAV
₹295.6787
-0.00%
(27 Feb)
AUM
71,143 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+9.2%
+8.6%
+7.2%
+5.5%
+4.1%
3Y
+16.4%
+11.7%
+17.6%
+18.0%
+21.3%
+12.6%
5Y
+18.9%
+13.3%
+18.2%
+21.7%
+23.1%
+15.0%
ALL
+19.4%
+14.6%
+14.4%
+17.3%
+14.3%
+13.3%
VOL
12.7%
10.9%
12.8%
12.1%
14.3%
-
TER
0.5%
0.7%
0.4%
1.0%
0.7%
-
AUM
₹1,524 Cr
₹71,143 Cr
₹2,371 Cr
₹39,770 Cr
₹752 Cr
-
INFO
1.52
1.34
1.12
1.43
1.00
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Equity Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
6.79% Govt Stock 2034
6.7%
ICICI Bank Ltd
5.3%
Bharti Airtel Ltd
4.3%
HDFC Bank Ltd
4.1%
Infosys Ltd
4.0%
Treps
3.7%
Divi's Laboratories Ltd
3.7%
Solar Industries India Ltd
3.7%
Bajaj Finance Ltd
3.4%
InterGlobe Aviation Ltd
3.3%
Top industry exposure
Financial Services
22.5%
Industrials
10.5%
Basic Materials
8.9%
Technology
6.3%
Consumer Cyclical
5.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
15%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
R. Srinivasan
Rajeev Radhakrishnan
Mansi Sajeja
Pradeep Kesavan

FAQs