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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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 72,555.11 Cr As on 31-03-2025(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 25-04-2025

286.9274

-2.85 (-0.9918%)

CAGR Since Inception

14.02%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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This Scheme
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AK Hybrid Aggressive TRI
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Gold
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PPF
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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 9.82
Sharpe Ratio 0.41
Alpha 0.97
Beta 0.99
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 11.74 18.96 12.59 18.43 11.78
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.96 22.9 16.07 20.28 12.72
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.11 19.27 13.58 20.39 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.11 22.63 16.21 22.36 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 10.74 22.47 15.61 18.56 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.48 21.35 16.94 23.31 12.02
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.18 15.8 9.68 16.28 -
Kotak Equity Hybrid - Growth 25-11-1999 9.87 18.3 13.96 22.04 12.17
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.81 24.83 18.66 27.35 15.41
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.54 21.62 16.68 21.99 12.24

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

3.05%

Others

30.81%

Large Cap

47.31%

Mid Cap

18.83%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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