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SBI Equity Hybrid Fund

SBI Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.80

as on 03 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,942 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

  • ₹ 201.157

    as on 03 Dec 2021
  • Regular - Growth

  • 9 / 33

  • ₹ 1,000

  • ₹ 41,265 Cr.

    as on 03 Dec 2021
  • 1.62%

    since 31 May 2021
  • 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 ₹ 201.157 as on 03 Dec 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 1.62%. 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 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.
  • 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.

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 1.44% 6.17% 21.14% 53.58% 39.42% 28.02% 20.36% 17.96% 45.97% 52.33% 39.51% 26.62% 19.57%
Category Average -2.22% 1.58% 10.12% 29.92% 19.88% 15.59% 13.31% 13.73% 22.30% 29.10% 22.26% 15.66% 13.78%
SBI Equity Hybrid Fund -1.97%₹ 9,802 1.32%₹ 10,131 9.69%₹ 10,968 27.28%₹ 12,728 20.73%₹ 13,303 17.95%₹ 13,919 26.68%₹ 30,986 16.80%₹ 15,942 21.22%₹ 49,112 14.41%₹ 19,615 16.18%₹ 89,917 16.16%₹ 44,800 15.32%₹ 2,67,667
ICICI Prudential Equity & Debt Fund -2.74%₹ 9,726 6.17%₹ 10,617 15.93%₹ 11,592 47.54%₹ 14,754 37.08%₹ 14,284 24.97%₹ 15,628 40.10%₹ 34,743 19.16%₹ 16,929 28.77%₹ 54,453 15.54%₹ 20,607 19.25%₹ 96,940 16.73%₹ 47,038 16.71%₹ 2,88,413
Kotak Equity Hybrid -1.26%₹ 9,873 3.28%₹ 10,328 8.99%₹ 10,899 32.77%₹ 13,276 24.01%₹ 13,503 22.58%₹ 15,034 33.08%₹ 32,756 19.40%₹ 17,031 25.73%₹ 52,254 14.23%₹ 19,460 17.57%₹ 93,043 - -
Mirae Asset Hybrid - Equity Fund -2.40%₹ 9,759 1.17%₹ 10,117 9.23%₹ 10,922 28.33%₹ 12,833 20.74%₹ 13,303 18.98%₹ 14,163 27.82%₹ 31,298 16.21%₹ 15,700 21.71%₹ 49,450 15.32%₹ 20,410 16.38%₹ 90,360 - -
Canara Robeco Equity Hybrid Fund -2.48%₹ 9,751 -0.34%₹ 9,965 8.81%₹ 10,881 25.78%₹ 12,577 18.47%₹ 13,164 20.79%₹ 14,597 26.25%₹ 30,869 17.42%₹ 16,195 21.85%₹ 49,545 15.16%₹ 20,272 16.69%₹ 91,068 15.19%₹ 41,177 15.19%₹ 2,65,833
DSP Equity And Bond Fund -1.95%₹ 9,804 -0.01%₹ 9,999 9.26%₹ 10,926 28.32%₹ 12,831 20.68%₹ 13,300 20.90%₹ 14,623 28.39%₹ 31,455 18.29%₹ 16,559 23.08%₹ 50,390 14.49%₹ 19,685 16.71%₹ 91,105 14.37%₹ 38,363 15.01%₹ 2,63,349

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Hybrid Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    74.37%
  • Debt Holdings:

    16.24%
  • Others Holdings:

    9.39%

Top Sector Holdings of SBI Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.91% ₹ 7,647.21 Cr.
Pharmaceuticals 8.80% ₹ 4,230.14 Cr.
Computers - Software 7.87% ₹ 3,781.30 Cr.
Refineries/Marketing 4.63% ₹ 2,227.37 Cr.
NBFC 3.23% ₹ 1,554.04 Cr.
Others 59.56% -

Top Stock Holdings of SBI Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.51% ₹ 2,646.77 Cr.
HDFC Bank Ltd. 4.28% ₹ 2,057.71 Cr.
Infosys Ltd. 3.82% ₹ 1,834.53 Cr.
Divis Laboratories Ltd. 3.75% ₹ 1,802.55 Cr.
Bajaj Finance Ltd. 3.23% ₹ 1,554.04 Cr.
Others 79.41% -

Top Debt Instrument Type holdings of SBI Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 11.65% ₹ 5,613.01 Cr.
GOI 4.17% ₹ 2,001.36 Cr.
CP 0.42% ₹ 197.71 Cr.
Others 83.76% -

Top Debt Holdings of SBI Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 4.17% ₹ 2,001.36 Cr.
Bond - Citicorp Finance (India) Ltd. 1.56% ₹ 749.90 Cr.
Bond - Indian Bank 1.20% ₹ 578.04 Cr.
Bond - Mahindra & Mahindra Financial Services Ltd. 0.90% ₹ 434.23 Cr.
Bond - Housing Development Finance Corporation Ltd. 0.79% ₹ 381.09 Cr.
Others 91.38%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.60%
Net Receivables 3.52%
Margin 0.74%
InvITs 0.53%