Performance Update

SBI Equity Hybrid Fund: Treading a fine line

Despite lacklustre performance, portfolio remains robust

Despite lacklustre performance, portfolio remains robust

हिंदी में भी पढ़ें read-in-hindi

Currently lying in the bottom quartile in 2023, SBI Equity Hybrid Fund has been underperforming since 2020, barring 2022, when it managed to match the performance of an average peer. While the fund seems to be showing some signs of improvement in the last three-months, the year-to-date performance (September 2023) continues to trail. This continued underperformance has dragged down the long-term performance but it is not a cause for concern yet. Reasons for performance The subpar performance can be attributed to the financial s

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