Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
SBI Equity Hybrid Fund - Regular Plan -Growth SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Equity Hybrid Fund - Portfolio Analysis

  • ₹304.01 (-0.27%)

    Current NAV 17-07-2025

  • 9.16%

    Returns

  • Min. SIP ₹500

    Min. Investment ₹1000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 74.71%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 48.21
Mid Cap 19.32
Others 4.62
Small Cap 2.57

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Basic Materials

Industrials

Consumer Cyclical

Communication Services

Technology

Healthcare

Consumer Defensive

Energy

Utilities

Real Estate

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
11-Mar-2024
Holdings PE Ratio
11-Mar-2024
1Y Return
HDFC Bank Ltd Large Cap Financial Services (20.41) 6.87% 21.2 21.2%
Bharti Airtel Ltd Large Cap Communication Services (48.32) 4.34% 32.89 28.29%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 4% 0 14.53%
ICICI Bank Ltd Large Cap Financial Services (20.46) 3.86% 19.89 15.38%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 3.85% 26.45 -0.13%
Divi's Laboratories Ltd Large Cap Healthcare (40.46) 3.2% 81.97 48.19%
State Bank of India Large Cap Financial Services (9.03) 3.13% 9.47 -7.84%
MRF Ltd Mid Cap Consumer Cyclical (34.81) 3.07% 33.49 11.58%
Infosys Ltd Large Cap Technology (29.29) 3.05% 24.67 -9.84%
Bajaj Finance Ltd Financial Services 2.97% - 0%
Shree Cement Ltd Mid Cap Basic Materials (47.56) 2.76% 98.89 9.65%
InterGlobe Aviation Ltd Large Cap Industrials (31.43) 2.66% 31.16 32.51%
Muthoot Finance Ltd Mid Cap Financial Services (29.04) 2.57% 20.07 43.6%
Reliance Industries Ltd Large Cap Energy (36.09) 2.48% 28.68 -6.88%
Larsen & Toubro Ltd Large Cap Industrials (31.25) 2.4% 32.45 -5.03%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 2.2% 38.75 29.66%
Avenue Supermarts Ltd Large Cap Consumer Defensive (26.29) 1.83% 8.72 63.23%
Tata Consultancy Services Ltd Large Cap Technology (29.29) 1.76% 23.42 -26.08%
Asian Paints Ltd Large Cap Basic Materials 1.7% - 0%
Adani Ports & Special Economic Zone Ltd Large Cap Industrials (123.18) 1.56% 28.08 -3.46%
Vishal Mega Mart Ltd Mid Cap Consumer Cyclical 1.28% - 0%
AIA Engineering Ltd Mid Cap Industrials (25.62) 1.22% 30.36 -18.86%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (47.59) 1.13% 113.37 34.45%
Cube Highways Trust 0.93% - 0%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (13.58) 0.91% 10.71 -3.83%
Delhivery Ltd Small Cap Industrials (45.55) 0.83% 196.77 11.75%
NTPC Ltd Large Cap Utilities (27.5) 0.81% 14.14 -9.56%
Page Industries Ltd Mid Cap Consumer Cyclical (55.37) 0.8% 0 15.87%
United Breweries Ltd Mid Cap Consumer Defensive (75.35) 0.74% 132.81 16.13%
Procter & Gamble Hygiene and Health Care Ltd Mid Cap Consumer Defensive (61.68) 0.73% 67.4 12.1%
Westlife Foodworld Ltd Small Cap Consumer Cyclical (73.96) 0.73% 994.87 -8.76%
AU Small Finance Bank Ltd Mid Cap Financial Services (17.76) 0.73% 0 95.96%
Embassy Office Parks REIT Real Estate (910.19) 0.71% 23.06 8.39%
Bajaj Finserv Ltd Large Cap Financial Services (158.37) 0.52% 36.56 22.92%
Vedant Fashions Ltd Small Cap Consumer Cyclical (9.67) 0.52% 0 100.72%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 0.47% -10.49 85.47%
Power Grid Corp Of India Ltd Large Cap Utilities (29.42) 0.42% 17.62 -13.78%
Brainbees Solutions Ltd Small Cap Consumer Cyclical 0.36% - 0%
Astral Ltd Mid Cap Industrials (39.62) 0.29% 77.44 -32.85%
Varun Beverages Ltd Large Cap Consumer Defensive 0.19% - 0%
Relaxo Footwears Ltd Small Cap Consumer Cyclical (65.36) 0.14% 0 -40.68%
National Highways Infra Trust Units Real Estate 0% - 0%
Bosch Ltd. 0% - 0%
ITC Ltd Large Cap Consumer Defensive (14.86) 0% 15.09 -8.76%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 0% 40.82 136.49%
Bharat Forge Ltd Mid Cap Consumer Cyclical (26.29) 0% 0 0%
Numero UNO International Ltd. 0% - 0%
ICICI Lombard General Insurance Co Ltd Mid Cap Financial Services (42.3) 0% 0 0.09%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for SBI Equity Hybrid Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for SBI Equity Hybrid Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully