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SBI Equity Hybrid Fund

SBI Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.82

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,745 today.

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NAV Performance

SBI Equity Hybrid Fund performance graph for last 3 years
Performance of SBI Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 236.170

    as on 08 Dec 2023
  • Regular - Growth

  • 8 / 33

  • ₹ 1,000

  • ₹ 54,564 Cr.

    as on 31 May 2023
  • 1.46%

  • 20 Jan 2005

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • SBI Mutual Fund

    Show All Funds

Highlights of this fund

SBI Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 20 Jan 2005. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Hybrid funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 236.170 as on 08 Dec 2023.

This fund has 18 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.46%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

To provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

List of Fund Managers of SBI Equity Hybrid Fund

  • About Rama Iyer Srinivisan

    Picture of Rama Iyer Srinivisan
  • About Dinesh Ahuja

    Picture of Dinesh AhujaDinesh Ahuja joined SBIFM in 2010. Prior to joining SBIFM, Dinesh was a fund manager with L&T Investment Management and Reliance Group for four years. Dinesh started his career in 1998 as a fixed income dealer on the sell side. Thereafter he worked in leading broking outfits for eight years before moving on the buy side in 2006. A Commerce graduate, Dinesh holds a Masters degree in Finance from Mumbai University.
  • About Mohit Jain

    Picture of Mohit JainMohit Jain joined SBIFM in 2015. Prior to joining SBIFM, Mohit was working as a Senior Research Analyst in CRISIL Limited. He is a graduate in Engineering from Sathyabama University and has completed CFA level III from the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.19% 8.80% 25.93% 28.92% 27.59% 26.37% 22.13% 18.68% 45.36% 28.74% 22.85% 24.64% 18.04%
Category Average 5.01% 4.39% 12.69% 15.39% 10.85% 15.95% 13.63% 13.64% 25.04% 16.97% 14.49% 15.90% 12.83%
SBI Equity Hybrid Fund 4.87%₹ 10,487 4.22%₹ 10,422 11.17%₹ 11,116 12.04%₹ 11,203 20.96%₹ 13,321 7.94%₹ 11,650 13.31%₹ 27,405 13.82%₹ 14,745 11.74%₹ 42,915 13.47%₹ 18,824 13.82%₹ 84,845 14.29%₹ 38,094 12.60%₹ 2,31,323
ICICI Prudential Equity & Debt Fund 6.15%₹ 10,615 6.95%₹ 10,694 18.23%₹ 11,823 22.45%₹ 12,245 32.89%₹ 14,042 17.54%₹ 13,815 23.13%₹ 30,019 26.37%₹ 20,179 22.22%₹ 49,789 19.34%₹ 24,225 22.96%₹ 1,06,030 17.40%₹ 49,811 17.05%₹ 2,93,764
Kotak Equity Hybrid 5.21%₹ 10,520 3.69%₹ 10,368 12.58%₹ 11,257 15.18%₹ 11,517 23.16%₹ 13,456 10.76%₹ 12,267 16.43%₹ 28,226 17.47%₹ 16,209 14.73%₹ 44,805 16.37%₹ 21,359 17.44%₹ 92,743 - -
HDFC Hybrid Equity Fund 5.05%₹ 10,505 3.07%₹ 10,307 9.09%₹ 10,908 12.83%₹ 11,283 18.72%₹ 13,183 11.62%₹ 12,458 15.80%₹ 28,058 17.58%₹ 16,254 14.57%₹ 44,705 14.34%₹ 19,559 16.44%₹ 90,481 13.27%₹ 34,824 12.33%₹ 2,28,086
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 6.43%₹ 10,642 5.22%₹ 10,521 12.60%₹ 11,259 14.83%₹ 11,483 24.23%₹ 13,520 9.27%₹ 11,938 16.05%₹ 28,126 14.49%₹ 15,006 13.36%₹ 43,933 14.59%₹ 19,776 15.21%₹ 87,785 14.98%₹ 40,449 13.42%₹ 2,41,803

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Hybrid Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    79.06%
  • Debt Holdings:

    18.95%
  • Others Holdings:

    1.99%

Top Sector Holdings of SBI Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.03% ₹ 12,591.89 Cr.
Pharmaceuticals 7.56% ₹ 4,325.03 Cr.
NBFC 5.43% ₹ 3,100.91 Cr.
Telecom - services 5.35% ₹ 3,058.79 Cr.
Tyres & allied 3.57% ₹ 2,041.45 Cr.
Others 56.06% -

Top Stock Holdings of SBI Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 7.09% ₹ 4,052.08 Cr.
ICICI Bank Ltd. 6.65% ₹ 3,800.16 Cr.
Bharti Airtel Ltd. 5.35% ₹ 3,058.79 Cr.
State Bank Of India 4.77% ₹ 2,725.30 Cr.
Divis Laboratories Ltd. 3.70% ₹ 2,116.00 Cr.
Others 72.44% -

Top Debt Instrument Type holdings of SBI Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 11.71% ₹ 6,684.78 Cr.
NCD & Bonds 7.20% ₹ 4,110.62 Cr.
CD 0.04% ₹ 19.54 Cr.
Others 81.05% -

Top Debt Holdings of SBI Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 11.71% ₹ 6,684.78 Cr.
Bond - National Bank for Agriculture & Rural Development 1.18% ₹ 677.08 Cr.
Bond - Indian Bank 0.97% ₹ 554.53 Cr.
Bond - Bharti Telecom Ltd. 0.95% ₹ 540.21 Cr.
Bond - Tata Housing Development Company Ltd. 0.58% ₹ 331.11 Cr.
Others 84.61%

Other Holdings

Holding TypeHolding Percentage
InvITs 0.90%
Net Receivables 0.60%
TREPS 0.43%
Margin 0.06%