Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹286.9274 -0.98%
As on 25-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Equity Hybrid Fund
|
|
|
Very High
|
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1.40 |
|
 |
|
Very High
|
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1.59 |
||
|
|
Very High
|
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1.74 |
||
 |
|
Very High
|
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1.77 |
||
|
|
Very High
|
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1.88 |
₹72,555 Cr
1.00 (365)
1,000
500
500
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.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By Value Research
1 min read•By Value Research
SBI Equity Hybrid Fund 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 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 is ₹286.9274 as of 27-Apr-2025.
The AUM of SBI Equity Hybrid Fund Fund is ₹72,555 Cr as of 31-Mar-2025
The riskometer level of SBI Equity Hybrid Fund is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.79 07/10/2034 |
5.35
|
|
GOI Sec 6.92 18/11/2039 |
1.40
|
|
LIC Housing Finance Ltd NCD 7.58 23/03/2035 |
1.28
|
|
Adani Airport Holdings Ltd Debenture 9.35 08/09/2028 |
1.20
|
|
SBI Liquid Direct-G |
1.04
|
As of 31-Mar-2025, SBI Equity Hybrid Fund had invested 68.83% in Equity, 28.21% in Debt, 1.92% in Real Estate and 1.04% in Cash & Cash Eq. See More
SBI Equity Hybrid Fund is 29 years 4 months old. It has delivered 15.48% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
11.74%
|
12.58%
|
18.42%
|
12.32%
|
11.78%
|
15.48%
|
No, There is no lock in period in SBI Equity Hybrid Fund.
The expense ratio of SBI Equity Hybrid Fund is 1.40.
