SBI Equity Hybrid Fund is an open-ended equity scheme that invests in a mix of equity and debt schemes. The fund invests in a broad portfolio of high-growth stocks and hedges its risk by investing the remainder of its assets in fixed-income securities.
- SBI Equity Hybrid Fund invests at least 65% of its assets in equity and equity-related securities. At any time, the fund will hold around 20-35% of its assets in debt and money market instruments.
- Mr R Srinivasan and Mr Dinesh Ahuja are the fund managers for SBI Equity Hybrid Fund.
- The fund has an exit load of 1% for units in excess of 10% of the investment if redeemed within 12 months. For withdrawals after 12 months, no exit load.
SBI Equity Hybrid Fund Details
|Fund Name||SBI Equity Hybrid Fund|
|Benchmark||CRISIL Hybrid 35 + 65 – Aggressive Index|
|Additional Benchmark||S&P BSE Sensex TRI|
|Investment Horizon||Long Term – 5+ Years|
|Minimum Lumpsum Investment||₹1,000|
|Minimum Additional Investment||₹1,000|
|Minimum Systematic Investment||₹500|
SBI Equity Hybrid Fund Returns
|Point-to-Point Returns||Fund||Benchmark||Category Average|
SBI Equity Hybrid Fund Portfolio Performance
Asset Allocation as per Market Capitalization
|Asset Allocation as per Market Capitalization||Weightage|
|AAA and Equivalent||3.03%|
|Cash, Cash Equivalents and Others||12.19%|
|Foreign Equity Shares||0.90%|
|Infrastructure Investment Trust||0.00%|
Asset Allocation as per Asset Type
|Asset Allocation as per Asset Type (Equity vs Debt)||Weightage|
|Debt & Cash||29.30%|
Should You Invest in SBI Equity Hybrid Fund?
SBI Equity Hybrid Fund invests in both equity and debt schemes. Since the majority of the portfolio is exposed to equities, the scheme is susceptible to market volatility. Though it is a hybrid scheme, it is considered an equity fund for taxation purposes. However, hybrid funds are less risky compared to other types of equity schemes such as large-cap, mid-cap, small-cap, multi-cap, etc. Since the scheme has high equity exposure, a long-term investment horizon is advisable to average out the market volatility. Therefore, SBI Equity Hybrid Fund is suitable for long term goals such as retirement, children’s education/ marriage, or other long-term goals with the aim of wealth creation. Thus, if you are an investor seeking equity as well as debt exposure through your investments, you can consider investing in SBI Equity Hybrid Fund.
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