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SBI Equity Hybrid Fund

SBI Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.37

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,166 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

  • ₹ 195.474

    as on 20 Mar 2023
  • 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 ₹ 195.474 as on 20 Mar 2023.

This fund has 18 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 1.98% 2.69% 10.54% 27.10% 27.59% 36.67% 17.85% 17.80% 6.23% 10.56% 20.30% 20.41% 16.83%
Category Average -2.86% -4.73% -2.81% 1.67% 9.22% 20.14% 9.58% 12.67% -0.48% 2.29% 10.46% 10.84% 10.92%
SBI Equity Hybrid Fund -3.22%₹ 9,677 -6.56%₹ 9,343 -6.37%₹ 9,363 -3.64%₹ 9,635 -5.30%₹ 11,655 6.56%₹ 11,357 -0.12%₹ 23,969 17.37%₹ 16,166 7.96%₹ 40,587 9.91%₹ 16,045 9.43%₹ 76,070 13.54%₹ 35,630 11.12%₹ 2,13,775
ICICI Prudential Equity & Debt Fund -2.52%₹ 9,747 -2.95%₹ 9,705 0.18%₹ 10,017 5.26%₹ 10,526 4.83%₹ 12,309 17.41%₹ 13,791 10.56%₹ 26,678 29.73%₹ 21,834 20.30%₹ 48,448 13.53%₹ 18,864 17.07%₹ 91,846 15.80%₹ 43,408 14.75%₹ 2,59,467
Kotak Equity Hybrid -2.44%₹ 9,755 -3.86%₹ 9,614 -2.82%₹ 9,717 2.86%₹ 10,286 1.88%₹ 12,121 9.93%₹ 12,087 4.66%₹ 25,170 25.06%₹ 19,559 13.74%₹ 44,153 11.25%₹ 17,043 13.42%₹ 83,967 - -
Canara Robeco Equity Hybrid Fund -3.59%₹ 9,641 -5.17%₹ 9,483 -4.13%₹ 9,586 -0.60%₹ 9,940 -1.33%₹ 11,914 6.81%₹ 11,410 1.27%₹ 24,316 18.44%₹ 16,616 8.63%₹ 40,989 10.80%₹ 16,702 10.50%₹ 78,118 13.51%₹ 35,518 11.69%₹ 2,20,330
DSP Equity And Bond Fund -3.80%₹ 9,619 -4.66%₹ 9,534 -4.48%₹ 9,551 -1.44%₹ 9,856 -1.07%₹ 11,931 5.50%₹ 11,132 -0.29%₹ 23,927 17.40%₹ 16,179 7.68%₹ 40,423 9.54%₹ 15,774 9.55%₹ 76,296 12.78%₹ 33,311 10.96%₹ 2,12,005
Mirae Asset Hybrid - Equity Fund -3.41%₹ 9,659 -5.69%₹ 9,431 -4.24%₹ 9,575 -0.45%₹ 9,954 -1.93%₹ 11,875 7.02%₹ 11,455 1.21%₹ 24,301 19.82%₹ 17,201 9.06%₹ 41,254 10.34%₹ 16,358 10.06%₹ 77,264 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Equity Hybrid Fund as on 21 Mar 2023 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%