RS
R. SrinivasanFund Manager Since 1 Jan 2012
AllocationAggressive Allocation
SBI Equity Hybrid Fund Direct Growth
3Y Annualised
13.46%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.13%
-0.01% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 6 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹72555.11 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
For exit within 12 months from the date of allotment: For 10% of investment – Nil, For remaining investments – 1.00%. For exit after 12 months from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
DA
Dinesh AhujaFund Manager Since 1 Jan 2012
MJ
Mohit JainFund Manager Since 28 Feb 2021
About SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. SBI Equity Hybrid Fund Direct Growth has ₹72555.11 Cr worth of assets under management (AUM) as of Fri May 16 2025. The latest Net Asset Value (NAV) of SBI Equity Hybrid Fund Direct Growth as of Mon May 05 2025 is ₹319.7702. The fund has an expense ratio of 0.74%, which is medium comparable to most other Allocation funds.
SBI Equity Hybrid Fund Direct Growth returns for the last 1 year are 12.40%. Since launch, it has delivered 15.02% average annual returns.
The SBI Equity Hybrid Fund Direct Growth has the majority of its money invested in Financial Services, null, Communication Services, Basic Materials, Healthcare, Technology sectors.
Top 5 Holdings of SBI Equity Hybrid Fund Direct Growth.
- HDFC Bank Ltd: 5.80%
- 6.79% Govt Stock 2034: 5.35%
- ICICI Bank Ltd: 4.27%
- Bharti Airtel Ltd: 4.06%
- Solar Industries India Ltd: 3.87%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Equity Hybrid Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
What is the current NAV of SBI Equity Hybrid Fund Direct Growth?
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Who is the manager of SBI Equity Hybrid Fund Direct Growth?
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How to Redeem SBI Equity Hybrid Fund Direct Growth?
Can I invest in SIP and a Lump Sum of SBI Equity Hybrid Fund Direct Growth?
