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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: 1.41% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
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
NAV as on 28-03-2025

280.8837

0.06 (0.0201%)

CAGR Since Inception

13.98%

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 9.39
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 11.33 19.96 11.64 18.81 11.63
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.96 23.81 14.94 20.48 12.47
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 11.87 23.6 14.89 19.01 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.64 20.63 12.97 21.77 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 11.61 23.14 14.78 22.79 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 10.73 22.63 15.82 24.38 11.71
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 10.37 23.0 16.32 22.92 12.08
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 10.37 22.94 16.21 22.86 12.04
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 10.32 17.23 8.62 16.29 -
Kotak Equity Hybrid - Growth 25-11-1999 10.01 19.18 13.31 22.98 11.95

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

3.56%

Others

31.63%

Large Cap

46.6%

Mid Cap

18.21%

Scheme Documents

February 2025

Monthly Portfolio Disclosure - February 2025

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