SBI Equity Hybrid Fund - Regular Plan -Growth

SBI Equity Hybrid Fund - Regular Plan -Growth is a fund scheme from SBI mutual fund. It falls under a Aggressive category. After being launched on 2005-01-20. SBI Equity Hybrid Fund - Regular Plan -Growth has achieved Rs 71142.58 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 1.4%.

• 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 -Growth trailing returns over different times are 12.2% (1 year), 12.8% (3 year), 18.1% (5 year). The average annual return of this fund stands at 12.2%

• Fund Manager & Portfolio Allocation:

  Rama Iyer Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Basic Materials, Industrials, Technology, Consumer Cyclical, , Sectors. First five holdings of this fund are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Infosys Ltd, Divi's Laboratories Ltd, 6.79% Government Of India (07/10/2034), Adani Airport Holdings Ltd, 8.83% Govt Stock 2041, National Housing Bank, 7.18% Govt Stock 2037, Treps, Net Receivable / Payable, Axis Bank Limited, Samvardhana Motherson International ltd, Margin Amount For Derivative Positions Companies.