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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 20-01-2025

273.866

1.86 (0.6788%)

CAGR Since Inception

13.98%

Benchmark: 12.55%

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 9.09
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 12.96 15.67 10.12 13.17 11.26
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 20.49 23.16 13.81 14.22 -
Kotak Equity Hybrid - Growth 25-11-1999 17.02 19.08 13.24 16.86 12.25
HSBC Aggressive Hybrid Fund - Regular Growth 05-01-2013 16.95 21.27 11.61 14.1 10.88
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 16.83 27.1 14.8 24.43 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.38 21.37 11.92 15.11 12.08
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 16.16 21.46 15.31 17.18 11.94
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 16.14 21.38 15.21 17.12 11.89
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 16.08 20.64 13.7 17.87 -
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 15.93 20.86 14.94 17.52 11.66

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

3.46%

Others

26.06%

Large Cap

51.23%

Mid Cap

19.25%

Scheme Documents

There are no scheme documents available

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