SBI Equity Hybrid Fund - Regular Plan -Growth
Expense Ratio: 1.38
Risk: Very High
Hybrid Scheme - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 01-01-2005
Exit Load: Nil
Fund Size:₹83,065.48 Cr
Performance
1Y
Fund-1.79%
Cat. Avg.-2.50%
2Y
Fund3.97%
Cat. Avg.-0.41%
3Y
Fund10.54%
Cat. Avg.9.10%
5Y
Fund7.76%
Cat. Avg.7.85%
10Y
Fund11.02%
Cat. Avg.10.66%
SI
Fund11.58%
Cat. Avg.10.68%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Power Ltd. | 3914.04 | 4.57% |
| 2 | ICICI Bank Ltd. | 3713.04 | 4.34% |
| 3 | State Bank of India | 3468.76 | 4.05% |
| 4 | Solar Industries India Ltd. | 3346.58 | 3.91% |
| 5 | 6.94% CGL 2036 | 3043.53 | 3.55% |
| 6 | Adani Energy Solutions Ltd. | 3008.82 | 3.51% |
| 7 | Muthoot Finance Ltd. | 2898.80 | 3.39% |
| 8 | Kotak Mahindra Bank Ltd. | 2745.75 | 3.21% |
| 9 | Bharti Airtel Ltd. | 2407.60 | 2.81% |
| 10 | Bajaj Finance Ltd. | 2360.98 | 2.76% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59488 | -0.9% | -1.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.7% | +2.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.95 L. | +8.3% | +5.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.73 L. | +24.3% | +8.8% |
| 10Y | 07 Nov, 16 | 6 L. | 10.60 L. | +76.7% | +11.1% |
| SI | 07 Apr, 06 | 12.35 L. | 50.12 L. | +305.8% | +12.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 97747 | -2.3% | N/A |
| 2Y | 21 Oct, 24 | 1 L. | 1.09 L. | +8.7% | +4.3% |
| 3Y | 19 Oct, 23 | 1 L. | 1.35 L. | +35.1% | +10.5% |
| 5Y | 19 Oct, 21 | 1 L. | 1.45 L. | +45.3% | +7.8% |
| 10Y | 19 Oct, 16 | 1 L. | 2.84 L. | +184.4% | +11.0% |
| SI | 03 Apr, 06 | 1 L. | 9.52 L. | +851.8% | +11.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.