SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on December 31, 1995, and falls under the Aggressive fund category. It currently manages an AUM of Rs 77,255.73 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 1000. It charges an expense ratio of 1.4% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 6.61% (1 year), 13.67% (3 year) and 16.34% (5 year). The average annual return of this fund stands at 9.61%.