Formerly SBI Equity Hybrid Fund Reg DP
Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The fund has been a Category Leader on the Fund Size metric
The fund has been a Category Leader on the Outperformance Consistency metric
NAV (Oct 3)
6 Month CAGR
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. However,there can be no assurance that the investment objective of the scheme will be achieved. Please check investment objective for all schemes
Launched (28y ago)
Dec 31, 1995
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|SBI Equity Hybrid Fund (Dividend Payout - Quarterly)||9,97,347||2,64,735||12.5%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
|Fund Name||Fund Size||Rolling Returns|
₹ 25,274 cr
₹ 9,394 cr
₹ 3,302 cr
₹ 1,335 cr
₹ 978 cr
SBI Funds Management Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
SBI Equity Hybrid Fund (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15% over a period of 27 years. The fund was previously known as SBI Equity Hybrid Fund Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Dinesh Ahuja, Mohit Jain, R. Srinivasan.
Nav of SBI Equity Hybrid Fund (D-Q) as of 10/3/2023 is ₹47.72 with the total AUM as of 10/4/2023 is ₹59809.684. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Hybrid Fund (D-Q) was launched on Dec 31, 1995. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Equity Hybrid Fund (D-Q) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is SBI Equity Hybrid Fund (D-Q)?
How to invest in SBI Equity Hybrid Fund (D-Q)?
You can invest in SBI Equity Hybrid Fund (D-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Equity Hybrid Fund (D-Q)?
The minimum sip amount for SBI Equity Hybrid Fund (D-Q) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Equity Hybrid Fund (D-Q) good to invest in?
As per Scripbox experts, SBI Equity Hybrid Fund (D-Q) is a Neutral fund. You can investSBI Equity Hybrid Fund (D-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Equity Hybrid Fund (D-Q)?
The expense ratio of the SBI Equity Hybrid Fund (D-Q) is 1.45% for regular plan.