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SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Hybrid: Aggressive | Open Ended Schemes

Nav : 148.9152

-1.64 (-1.1 %)

24-02-2020

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹1000.0

Returns (since Dec 01, 1995)

14.13%

10 Year Returns

12.53 %

Doubled Money

3 Years 10 Months

Sharp Ratio

1.19 %

Volatility

9.64 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take 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

 

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 31-12-1995 18.5 9.1 11.79 9.41 12.53
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 22.31 8.83 10.28 9.93 11.68
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 22.12 11.29 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 20.27 0.0 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 18.58 0.0 0.0 0.0 0.0
Kotak Equity Hybrid - Growth 01-11-2014 17.8 5.39 7.25 7.4 0.0
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 16.88 6.82 7.7 4.37 8.07
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 16.66 9.15 11.15 9.37 12.96
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 15.86 9.08 10.59 8.28 8.77
Invesco India Equity & Bond Fund - Regular Plan - Growth 25-06-2018 14.02 0.0 0.0 0.0 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
Dec 01, 1995
Expense Ratio
1.62%
Fund Category Risk
MODERATELY HIGH
Asset Size
32,584.7 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
1000.0
Minimum Topup
1000.0
Return since Launch
14.13%
Contact Details
Fund Manager(s)
Mr. Dinesh Ahuja, Mr. R. Srinivasan

PORTFOLIO ANALYSIS of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

PERFORMANCE of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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