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 (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 1,000
Total Assets: 74,035.66 Cr As on 30-04-2025(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

294.8726

14.1%

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:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnSBI Equity Hybrid Fund - Regular Plan -GrowthAK Hybrid Aggressive TRIHybrid: AggressiveGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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 9.82
Sharpe Ratio 0.66
Alpha 0.5
Beta 1.0
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 15.04 18.89 15.71 19.21 11.97
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 19.16 21.91 19.75 20.59 12.93
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 15.36 18.85 17.23 21.27 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 15.08 22.64 20.06 23.04 -
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 14.53 22.49 19.81 19.23 -

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

2.56%

Others

29.98%

Large Cap

48.28%

Mid Cap

19.46%

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