MyWealthGrowth.com logo
HomeMutual Funds

SBI Equity Hybrid Fund

SBI Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.89

as on 28 Jun 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,640 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 188.100

    as on 28 Jun 2022
  • Regular - Growth

  • 6 / 33

  • ₹ 1,000

  • ₹ 47,738 Cr.

    as on 31 Dec 2021
  • 1.55%

  • 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 ₹ 188.100 as on 28 Jun 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.55%. 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 1.80% 0.49% 10.54% 27.10% 40.44% 23.68% 16.76% 16.35% 2.06% 22.46% 28.07% 21.75% 17.57%
Category Average -1.78% -5.78% -6.98% 1.19% 20.70% 10.90% 9.18% 12.64% -9.99% 7.75% 11.76% 10.34% 11.37%
SBI Equity Hybrid Fund -2.81%₹ 9,718 -6.82%₹ 9,317 -6.74%₹ 9,326 1.41%₹ 10,141 -9.10%₹ 11,402 18.61%₹ 14,080 7.68%₹ 25,942 10.89%₹ 13,640 11.22%₹ 42,585 10.70%₹ 16,625 10.72%₹ 78,560 14.84%₹ 39,910 12.43%₹ 2,29,240
ICICI Prudential Equity & Debt Fund -1.61%₹ 9,839 -4.82%₹ 9,517 0.05%₹ 10,004 14.31%₹ 11,431 2.06%₹ 12,133 31.53%₹ 17,325 22.22%₹ 29,765 16.09%₹ 15,651 22.44%₹ 49,928 12.84%₹ 18,299 16.43%₹ 90,464 16.13%₹ 44,644 15.08%₹ 2,64,145
Kotak Equity Hybrid -1.90%₹ 9,810 -4.75%₹ 9,524 -5.24%₹ 9,475 2.13%₹ 10,213 -5.97%₹ 11,610 25.35%₹ 15,731 11.68%₹ 26,976 13.63%₹ 14,676 15.66%₹ 45,398 10.26%₹ 16,298 12.97%₹ 83,076 - -
Canara Robeco Equity Hybrid Fund -1.88%₹ 9,811 -6.47%₹ 9,353 -8.30%₹ 9,170 -0.99%₹ 9,901 -10.99%₹ 11,275 17.89%₹ 13,910 5.79%₹ 25,459 11.59%₹ 13,898 10.91%₹ 42,392 10.56%₹ 16,525 10.84%₹ 78,803 13.47%₹ 35,421 12.32%₹ 2,27,981
DSP Equity And Bond Fund -2.01%₹ 9,798 -7.22%₹ 9,277 -11.84%₹ 8,815 -5.41%₹ 9,458 -16.08%₹ 10,931 16.57%₹ 13,599 3.15%₹ 24,791 10.43%₹ 13,470 8.78%₹ 41,092 9.04%₹ 15,420 9.22%₹ 75,680 12.66%₹ 32,971 11.37%₹ 2,16,733
Mirae Asset Hybrid - Equity Fund -1.97%₹ 9,802 -5.55%₹ 9,444 -7.56%₹ 9,244 -0.68%₹ 9,931 -10.13%₹ 11,333 18.80%₹ 14,126 6.75%₹ 25,704 10.33%₹ 13,434 11.09%₹ 42,503 10.29%₹ 16,322 10.44%₹ 78,023 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Hybrid Fund as on 29 Jun 2022 are listed below:

  • Equity Holdings:

    68.62%
  • Debt Holdings:

    14.29%
  • Others Holdings:

    17.09%

Top Sector Holdings of SBI Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.08% ₹ 6,866.21 Cr.
Pharmaceuticals 6.80% ₹ 3,318.28 Cr.
Computers - Software 6.69% ₹ 3,263.72 Cr.
Refineries/Marketing 5.00% ₹ 2,438.21 Cr.
NBFC 3.00% ₹ 1,465.23 Cr.
Others 64.43% -

Top Stock Holdings of SBI Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.01% ₹ 2,442.50 Cr.
Infosys Ltd. 4.26% ₹ 2,076.53 Cr.
HDFC Bank Ltd. 3.94% ₹ 1,923.22 Cr.
Reliance Industries Ltd. 3.40% ₹ 1,657.71 Cr.
Divis Laboratories Ltd. 3.36% ₹ 1,637.37 Cr.
Others 80.03% -

Top Debt Instrument Type holdings of SBI Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 9.17% ₹ 4,485.92 Cr.
GOI 3.00% ₹ 1,466.89 Cr.
CP 2.12% ₹ 1,033.72 Cr.
Others 85.71% -

Top Debt Holdings of SBI Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 3.00% ₹ 1,466.89 Cr.
Bond - L&T Metro Rail (Hyderabad) Ltd. 1.57% ₹ 762.63 Cr.
Bond - Indian Bank 1.16% ₹ 566.91 Cr.
Bond - Mahindra & Mahindra Financial Services Ltd. 0.89% ₹ 435.08 Cr.
Bond - Cholamandalam Investment & Finance Co. Ltd. 0.65% ₹ 317.19 Cr.
Others 92.73%

Other Holdings

Holding TypeHolding Percentage
TREPS 15.87%
Margin 0.73%
Net Receivables 0.48%
InvITs 0.01%