SBI Equity Hybrid Fund - Regular Plan -Growth
(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
Fund House: SBI Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 01-12-1995 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 1.4% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 71,635.79 Cr As on 31-12-2024(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 |
271.2635
1.07 (0.3935%)
13.94%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 9.09 |
| Sharpe Ratio | 0.42 |
| Alpha | 1.01 |
| 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 | 10.55 | 14.8 | 9.18 | 12.99 | 11.35 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 18.86 | 22.59 | 13.03 | 14.19 | - |
| Kotak Equity Hybrid - Growth | 25-11-1999 | 15.72 | 18.61 | 12.48 | 16.68 | 12.34 |
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 15.52 | 27.11 | 18.59 | 22.75 | 12.06 |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH | 05-07-2016 | 14.93 | 25.68 | 13.49 | 24.18 | - |
| HSBC Aggressive Hybrid Fund - Regular Growth | 05-01-2013 | 14.79 | 20.28 | 10.37 | 13.77 | 10.87 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 14.62 | 21.0 | 14.33 | 16.85 | 11.91 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 14.61 | 20.39 | 11.09 | 14.92 | 12.09 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 14.6 | 21.07 | 14.43 | 16.91 | 11.95 |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 14.14 | 20.55 | 13.96 | 17.38 | 11.77 |
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.46%
Others
26.06%
Large Cap
51.23%
Mid Cap
19.25%
Scheme Documents
There are no scheme documents available
