| Category: Hybrid: Aggressive |
| Launch Date: 31-12-1995 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 1.72% As on (31-12-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 31,619.69 Cr As on (31-12-2019) |
| Turn over: 252.0 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 17.23 | 12.8 | 9.4 | 12.1 | 14.18 |
| NIFTY 50 TRI | 13.91 | 14.73 | 8.0 | 10.58 | 13.52 |
| Hybrid: Aggressive | 11.31 | 8.6 | 6.87 | 10.23 | 11.26 |
Mr. Dinesh Ahuja, Mr. R. Srinivasan
Mr. Ahuja is a B.Com (H) and MMS (Finance). Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | 9.64 | 1.19 | -2.8 | 1.22 | 7.49 | 4.52 |
| 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 | 31-12-1995 | 17.23 | 6.6 | 12.8 | 9.4 | 12.1 |
| BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION | 01-04-2017 | 21.02 | 9.09 | 0.0 | 0.0 | 0.0 |
| Kotak Equity Hybrid - Growth | 01-11-2014 | 19.03 | 3.82 | 9.18 | 7.87 | 0.0 |
| DSP Equity & Bond Fund- Regular Plan - Growth | 27-05-1999 | 18.76 | 5.2 | 10.39 | 9.32 | 11.07 |
| Axis Equity Hybrid Fund - Regular Plan - Growth Option | 05-08-2018 | 18.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option | 05-09-2018 | 17.59 | 0.0 | 0.0 | 0.0 | 0.0 |
| LIC MF Equity Hybrid Fund-Regular Plan-Growth | 31-03-1991 | 15.84 | 4.34 | 8.94 | 4.9 | 7.62 |
| Sundaram Equity Hybrid Fund Regular Growth | 23-06-2000 | 14.56 | 6.89 | 11.35 | 7.99 | 8.22 |
| Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | 01-02-1993 | 14.24 | 6.64 | 11.61 | 8.71 | 12.38 |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 05-07-2015 | 13.98 | 5.4 | 12.14 | 0.0 | 0.0 |