SBI Equity Hybrid Fund Add to compare
125.2337
0.1965
(0.16%)
1 day change as on 19 Nov 2018
Investment Objective: To provide investors long-term capital appreciation along with the liquidity of an open - ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 26897.29
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 1000
Launch Date Fund Manager Last Dividend
09-10-1995 Rama Iyer Srinivasan,Dinesh Ahuja 20.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index partnerforlife@sbimf.com / www.sbimf.com 0
AMC Name
SBI Funds Management Private Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
SBI Equity Hybrid Fund 27081.79 3.18 -4.03 -0.42 -0.23 9.62 15.94 15.62
Sundaram Equity Hybrid Fund 1254.35 1.63 -6.03 0.24 4.28 11.25 10.89 12.24
Quant Opportunities Fund 11.92 4.50 -4.08 -0.47 3.33 8.54 11.74 10.26
Canara Robeco Equity Hybrid Fund 1724.43 2.77 -4.37 -0.02 2.59 9.84 15.68 11.17
JM Equity Hybrid Fund 3538.94 0.98 -1.94 1.46 2.46 7.86 11.12 11.64
Mirae Asset Hybrid - Equity Fund 1326.22 3.33 -3.04 3.19 2.26 12.68 -- 10.3
Top 10 Holdings
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 5.88
IndusInd Bank Ltd. Financial Services 1.23
MRF Ltd. Automobile 1.2
Solar Industries India Ltd. Chemicals 1.14
Chennai Petroleum Corporation Ltd. (21D) Energy 1.11
 
Company Name Sector Name Asset %
Larsen & Toubro Ltd. (179D) Construction 1.07
Motherson Sumi Systems Ltd. Automobile 1
Nabha Power Ltd. (91D) Energy 1
Sundaram Clayton Ltd. Automobile 0.93
Exide Industries Ltd. Automobile 0.76
AUM Movement
Asset Allocation