SBI Equity Hybrid Fund scheme is one of the oldest and most aggressive hybrid funds, which has been an active player since December 1995. The fund aims to provide opportunities to the investors for long term capital appreciation and liquidity of an open-ended fund by investing in a mix of equity and debt. SBI Equity Hybrid Fund has outperformed and given attractive returns to the investors over the long run.The fund invests in a diversified portfolio of stock of potentially high growth companies and balances the risk through investing the rest in various fixed income securities. SBI Equity Hybrid Fund invests a minimum of 65% in equity and instrument related to equity. The scheme comes with four different options:
Click here to know about SBI Equity Hybrid Fund Performance
(All data as of December 2018)
The fund has generated a return of 9.78% over the last period of three years, and this is lower than its benchmark return of 11.22% for the same period. However, forthe period of 5 years, the fund succeeded in outperforming its benchmark by a margin of 2.4%. The 5-year return of the fund was 15.26%, verses returns of 12.86% posted by the benchmark for the same period.
Click here to know about SBI equity hybrid fund performance vs. benchmark
The following is the NAV history of the scheme for the past 12 months.
Click here to know about SBI Equity Hybrid Fund Regular Plan – Dividend
Click here to know about SBI Equity Hybrid Fund Regular Plan – Growth
Click here to know about SBI Equity Hybrid Fund Direct Plan – Dividend
Click here to know about SBI Equity Hybrid Fund Direct Plan – Growth
The following are the key details of SBI Equity Hybrid Fund as of December 2018.
Below listed are the top 5 individual equity investment of the SBI Equity Hybrid Fund.
| Investment Name | Weight in portfolio |
|---|---|
| HDFC Bank | 5.85% |
| State Bank of India | 4.55% |
| Kotak Mahindra Bank | 3.95% |
| Bharat Petroleum Corporation Limited | 2.99% |
| Reliance Industries | 2.74% |
Following are the top debt instrument issuers of SBI Equity Hybrid Fund
| Investment Name | Weight in portfolio |
|---|---|
| REC | 1.63% |
| NABARD | 1.35% |
| ICICI Bank | 1.31% |
| Larsen & Toubro | 1.03% |
| Axis Bank | 1.02% |
As the name suggests, the SBI Equity Hybrid Fund is an equity-oriented hybrid fund which has invested the majority of its assets in equity instruments. The fund has invested majority of its assets in large caps. For debt investment, the fund has invested around 6.95% of its assets in sovereign debt funds, and about 9.40% in AAA rated securities. Both the AAA and sovereign debt securities are considered safe debt instruments which carry minimum credit risk.
Below is the list of the top sectors that the equity part of the fund is invested in. Investment sector & % of asset allocated
The fund has given a higher weight to consumption-driven sectors like energy and financial services in its portfolio in comparison to defensive sectors like information technology. This highlights that the fund adopts an aggressive nature when it comes to sector-wise allocation of its equity investments.
Below is the list of documents required to apply for SBI Equity Hybrid Fund
What is SBI Hybrid Equity Fund?
SBI Equity Hybrid Fund is an aggressive hybrid fund. The fund invests in a mix of equity and debt to earn maximum returns for the investors.This category of a mutual fund scheme was earlier known as an equity-oriented hybrid scheme or balanced scheme.
Is SBI Equity Hybrid Fund good?
The fund seeks to provide its investors with opportunities for long term growth in capital through active management of investment made in a diversified basket of financial instruments.
If you are looking for long-term growth in your investment, SBI Equity Hybrid Fund is one of the best options available in the capital market in its category.
What is SBI Equity Hybrid Fund Regular Growth?
SBI Equity Hybrid Fund Regular Growth is an open-ended fund in which you can invest any time. The scheme invests in a diversified portfolio of stocks of high growth companies and balances the risk by investing the remaining amount in fixed income securities.
What is equity hybrid fund?
Equity Hybrid Fund is more like balanced schemes which invest in a mix of debt and equity. Equity-oriented hybrid funds invest at least 65% of the corpus in the equity of the companies.These are the schemes which concentrate their investment in stock of companies of different market capitalisation.
How is SBI equity hybrid fund?
The SBI Equity Hybrid Fund provides investors an opportunity of long-term capital appreciation along with the liquidity of an open-ended scheme through investing their money in a mix of debt and equity in such way that it reduces credit risk.
How can I redeem my SBI Mutual Fund?
Investors can redeem their mutual fund units only after the expiry of the lock-in period from the date of unit allotment. It can be done by buyback or re-purchase of units by the fund house. Generally, the fund house dispatches the redemption proceeds within ten business days from the date of redemption request made by the investor.
