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

SBI Equity Hybrid Growth Direct Plan

NAV
₹303.7926
-1.12%
(20 Dec)
AUM
71,585 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+32.4%
+31.3%
+24.0%
+20.4%
+20.3%
+17.5%
3Y
+25.2%
+21.0%
+20.2%
+20.9%
+15.5%
+12.8%
5Y
+25.2%
+28.3%
+19.8%
+21.8%
+16.7%
+14.5%
ALL
+15.4%
+18.7%
+15.2%
+17.8%
+13.9%
+15.1%
VOL
14.3%
14.1%
12.8%
12.1%
-
10.9%
TER
0.7%
0.8%
0.4%
1.0%
-
0.7%
AUM
₹720 Cr
₹1,054 Cr
₹2,267 Cr
₹40,203 Cr
-
₹71,585 Cr
INFO
1.08
1.32
1.19
1.47
-
1.38
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 Oct
Top holdings
Treps
8.0%
ICICI Bank Ltd
6.0%
Bharti Airtel Ltd
5.6%
HDFC Bank Ltd
4.1%
Reliance Industries Ltd
4.1%
Divi's Laboratories Ltd
4.1%
State Bank of India
3.8%
Solar Industries India Ltd
3.7%
Infosys Ltd
3.7%
InterGlobe Aviation Ltd
3.3%
Top industry exposure
Financial Services
22.4%
Industrials
9.3%
Basic Materials
8.9%
Communication Services
6.4%
Consumer Cyclical
6.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
18%
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. Please check investment objective for all schemes
Fund manager(s)
R. Srinivasan
Rajeev Radhakrishnan
Mansi Sajeja
Pradeep Kesavan

FAQs