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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 68,440.31 Cr As on 28-02-2025(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 |
277.0628
-2.88 (-1.0388%)
13.92%
Benchmark: 12.22%
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
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 | 9.39 |
| Sharpe Ratio | 0.4 |
| Alpha | 0.54 |
| Beta | 0.97 |
| 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 | 9.1 | 17.95 | 10.07 | 19.41 | 11.17 |
| DSP Aggressive Hybrid Fund- Regular Plan - Growth | 26-05-1999 | 13.22 | 21.26 | 13.03 | 21.11 | 11.95 |
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 15-06-2018 | 8.76 | 21.43 | 13.2 | 19.63 | - |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 20-03-1995 | 8.11 | 20.52 | 13.97 | 24.8 | 11.32 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 19-07-2019 | 7.69 | 20.78 | 13.04 | 23.36 | - |
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
3.56%
Others
31.63%
Large Cap
46.6%
Mid Cap
18.21%
