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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 (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
NAV as on 28-01-2025

269.6675

1.03 (0.3815%)

CAGR Since Inception

13.9%

Benchmark: 12.32%

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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Returns Type:
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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 9.09
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 11.71 15.76 10.57 12.8 10.87
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 17.11 21.97 13.75 13.27 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 14.33 20.4 14.99 17.24 11.26
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 14.12 20.6 13.87 17.17 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 14.07 20.6 12.42 14.4 11.72
Kotak Equity Hybrid - Growth 25-11-1999 13.37 17.93 12.86 15.76 11.63
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.92 20.32 15.07 16.49 11.34
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 12.91 20.25 14.97 16.43 11.3
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.41 21.59 16.78 20.48 14.21
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN -GROWTH OPTION 07-04-2017 11.59 17.88 12.31 14.24 -

Scheme Characteristics

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

Riskometer

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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

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