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

SBI Equity Hybrid Growth Direct Plan

NAV
₹333.4773
-0.78%
(25 Jul)
AUM
78,708 Cr
TER
0.72%
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
+10.7%
+6.8%
+6.5%
+3.5%
+0.9%
-2.4%
3Y
+16.1%
+21.1%
+21.4%
+16.6%
+22.5%
+24.0%
5Y
+17.6%
+22.3%
+25.8%
+18.7%
+27.0%
+23.3%
ALL
+15.2%
+14.9%
+17.6%
+13.1%
+17.1%
+14.6%
VOL
10.8%
12.7%
12.0%
-
14.5%
14.2%
TER
0.7%
0.4%
1.0%
-
0.7%
0.5%
AUM
₹78,708 Cr
₹2,926 Cr
₹44,552 Cr
-
₹1,250 Cr
₹862 Cr
INFO
1.40
1.17
1.46
-
1.18
1.02
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 30th Jun
Top holdings
HDFC Bank Ltd
6.9%
6.79% Govt Stock 2034
6.0%
Bharti Airtel Ltd
4.3%
Solar Industries India Ltd
4.0%
ICICI Bank Ltd
3.9%
Kotak Mahindra Bank Ltd
3.8%
Divi's Laboratories Ltd
3.2%
State Bank of India
3.1%
MRF Ltd
3.1%
Infosys Ltd
3.1%
Top industry exposure
Financial Services
24.5%
Basic Materials
10.7%
Industrials
9.9%
Consumer Cyclical
7.4%
Communication Services
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
21%
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