SBI Equity Hybrid Fund - Regular Plan -Growth

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

Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 1.4% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 71,500.57 Cr As on (30-06-2024)
Turn over: 18
NAV as on 22-07-2024

276.3036

0.03 (0.0105%)

CAGR Since Inception

14.27%

CRISIL Hybrid 35+65 Aggressive TRI 12.69%

PERFORMANCE of SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 22-07-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 24.53 13.62 15.33 13.3 14.27
Benchmark - - - - -
Hybrid: Aggressive 29.66 16.05 17.39 12.98 13.99

Yearly Performance (%)

Nav Movement

Fund Managers

Rama Iyer Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan

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

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 8.66 0.76 2.07 0.92 7.53 11.1
Hybrid: Aggressive - - - - - -

PEER COMPARISION of SBI Equity Hybrid Fund - Regular Plan -Growth

Period
Data as on - 22-07-2024
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 24.53 18.38 13.62 15.33 13.3
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 53.09 37.03 24.8 25.47 13.5
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 48.46 33.15 20.25 27.69 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 37.03 28.55 24.66 22.35 16.63
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 35.8 24.52 19.06 25.82 16.99
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.8 24.32 15.48 15.94 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.26 24.98 18.34 0.0 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 32.43 25.46 18.86 18.74 13.08
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.4 26.55 19.48 19.21 13.64
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.29 26.41 19.37 19.15 13.59

PORTFOLIO ANALYSIS of SBI Equity Hybrid Fund - Regular Plan -Growth

Asset Allocation (%)