| Category: Hybrid: Aggressive |
| Launch Date: 01-12-1995 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive TRI |
| Expense Ratio: 1.52% As on (31-10-2022) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 56,730.36 Cr As on (31-10-2022) |
| Turn over: 21 |
Scheme Performance (%) Data as on - 01-12-2022
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 5.68 | 13.55 | 11.12 | 14.32 | 14.08 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 6.78 | 14.76 | 10.55 | 12.89 | 12.51 |
Yearly Performance (%)
Fund Managers
R. Srinivasan, Dinesh Ahuja, Mohit Jain
Investment Objective
Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 9.64 | 0.65 | 0.61 | 0.83 | 7.06 | 4.55 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan -Growth | 01-12-1995 | 5.68 | 16.23 | 13.55 | 11.12 | 14.32 |
| Quant Absolute Fund - Growth Option - Regular Plan | 21-03-2001 | 16.55 | 34.59 | 30.86 | 19.53 | 17.98 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 15.03 | 31.53 | 21.23 | 14.26 | 16.29 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 11.77 | 20.83 | 16.58 | 11.22 | 14.87 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | 08-10-1995 | 11.04 | 19.31 | 14.62 | 10.3 | 12.95 |
| JM Equity Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 10.48 | 18.61 | 21.18 | 11.07 | 11.75 |
| Nippon India Equity Hybrid Fund - Growth Plan | 05-06-2005 | 10.39 | 21.27 | 9.88 | 5.97 | 11.09 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 8.95 | 19.93 | 16.05 | 12.08 | 12.5 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 8.95 | 21.69 | 18.38 | 0.0 | 0.0 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 8.91 | 21.56 | 17.05 | 9.78 | 11.99 |
Asset Allocation (%)
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
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