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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 15-04-2025

280.9978

4.91 (1.7458%)

CAGR Since Inception

13.96%

Benchmark: 12.22%

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 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 11.4 17.59 11.1 18.14 11.14
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.08 21.25 14.17 19.98 11.91
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.04 21.5 14.19 18.42 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 10.43 20.9 14.1 22.34 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.39 17.89 11.93 20.39 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 9.98 20.2 15.01 23.09 11.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.52 20.41 15.15 21.9 11.51
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.52 20.36 15.05 21.83 11.47
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.34 23.23 16.97 26.78 14.72
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 9.11 14.45 7.96 16.16 -

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

February 2025

Monthly Portfolio Disclosure - February 2025

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