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SBI Equity Hybrid Fund - Regular Plan -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 1.4% As on (31-01-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 71,142.58 Cr As on 31-01-2025(Source:AMFI)
Turn over: 18% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
NAV as on 21-02-2025

270.9997

-1.22 (-0.4517%)

CAGR Since Inception

13.89%

Benchmark: 12.29%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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Start :  
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
4 Years 2 Months
12 Years 0 Months
20 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities

Current Asset Allocation (%)

Indicators

Standard Deviation 9.11
Sharpe Ratio 0.46
Alpha 0.77
Beta 0.96
Yield to Maturity 7.55
Average Maturity 7.87

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.88 15.81 10.78 12.45 10.94
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 13.64 19.07 12.96 13.63 11.81
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.34 19.7 13.28 12.42 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.21 19.44 15.07 17.38 11.17
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.83 19.25 13.99 16.67 -
Kotak Equity Hybrid - Growth 25-11-1999 9.19 16.1 12.51 15.47 11.45
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 8.67 13.54 9.86 11.15 7.56
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.51 19.31 15.09 16.01 11.36
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.5 19.25 14.99 15.94 11.31
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 8.24 12.46 7.45 10.25 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.91%

Others

28.55%

Large Cap

48.99%

Mid Cap

19.55%

Scheme Documents

January 2025

Monthly Portfolio Disclosure - January 2025

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