SBI Equity Hybrid Fund - Direct Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹270.2629 0.82%

As on 01-Mar-2024

Returns

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Calculate SIP Returns of SBI Equity Hybrid Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of SBI Equity Hybrid Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of SBI Equity Hybrid Fund - Direct Plan

Assets info

₹65,010 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The scheme seeks 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.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.

Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for SBI Equity Hybrid Fund - Direct Plan

SBI Equity Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.

Mutual funds can be bought directly from the website of the fund house. For instance, SBI Equity Hybrid Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of SBI Equity Hybrid Fund - Direct Plan is ₹270.2629 as of 02-Mar-2024.

The AUM of SBI Equity Hybrid Fund - Direct Plan Fund is ₹65,010 Cr as of 31-Jan-2024

The riskometer level of SBI Equity Hybrid Fund - Direct Plan is Very High. See More

Company Percentage of Portfolio

GOI Sec 7.18 14/08/2033

2.60

GOI Sec 7.30 19/06/2053

2.35

GOI GOI Sec 7.54 23/05/2036

1.91

GOI Sec 7.17 08/01/2028

1.33

National Bank For Agriculture & Rural Development SR 23H Debenture 7.58 31/07/2026

1.03
See More

As of 31-Jan-2024, SBI Equity Hybrid Fund - Direct Plan had invested 77.14% in Equity, 18.84% in Debt, 2.39% in Cash & Cash Eq. and 1.63% in Real Estate See More

SBI Equity Hybrid Fund - Direct Plan is 11 years 2 months old. It has delivered 14.96% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
24.98%
13.32%
15.04%
13.55%
15.71%
14.96%

No, There is no lock in period in SBI Equity Hybrid Fund - Direct Plan.

The expense ratio of SBI Equity Hybrid Fund - Direct Plan is 0.75.

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