SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)

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
NAV as on 24-01-2020

148.7421

0.84 (0.567%)

CAGR Since Inception

14.18%

NIFTY 50 TRI 13.52%

PERFORMANCE of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Scheme Performance (%) Data as on - 24-01-2020

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

Yearly Performance (%)

Nav Movement

Fund Managers

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.

Investment Objective

Earlier known as Magnum open-end, the scheme seeks capital appreciation from a balanced portfolio of equity and debt securities

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

riskometer

Key Performance and Risk Statistics of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

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 - - - - - -

PEER COMPARISION of SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth

Period
Data as on - 24-01-2020
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

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

Asset Allocation (%)