Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja, Mr. Pradeep Kesavan,
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.
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio
1.39% As on (31-05-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
74,035.66 Cr As on (30-04-2025)
PERFORMANCE of SBI Equity Hybrid Fund - Regular Plan -Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan -Growth