Can I invest in SIP and Lumpsum in SBI Equity Hybrid Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in SBI Equity Hybrid Fund (G). Minimum lumpsum investment SBI Equity Hybrid Fund (G) is ₹1,000 and minimum SIP amount is ₹500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of SBI Equity Hybrid Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of SBI Equity Hybrid Fund (G) is SBI Equity Hybrid Fund (G) is ₹272.78 as on 2025-01-16.

Which are the biggest stock holdings of SBI Equity Hybrid Fund (G)?

The 5 biggest stock holdings of SBI Equity Hybrid Fund (G) are: ICICI Bank (5.90%), Bharti Airtel (5.54%), Divi's Lab. (4.26%), HDFC Bank (4.21%), Infosys (3.94%)

What are the top sectors SBI Equity Hybrid Fund (G) invests in?

A majority of SBI Equity Hybrid Fund (G) 's AUM worth ₹71,635.79 (Cr) is invested in these 3 top sectors: Debt : 26.52% Banks : 15.55% Telecom-Services : 6.44%

Mutual Funds
SBI Equity Hybrid Fund (G)

SBI Equity Hybrid Fund (G)

Aggressive Hybrid Fund

Invest Now

NAV
272.78(0.56%)
Fund Size (CR)
₹71,635.79
Expense Ratio
1.4
Scheme Type
Active Fund
Value Research

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
11.93%

Absolute Return: -3.80%

Annualized Return: 0%

Basic Details

Scheme Manager

R Srinivasan

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	8 January 2025	9867.98	-1.32%	-	-2.37%	12/210
1 Month	13 December 2024	9523.32	-4.77%	-	-5.44%	81/210
3 Month	15 October 2024	9561.17	-4.39%	-	-5.88%	25/210
6 Month	15 July 2024	9751.95	-2.48%	-	-2.98%	106/210
1 Year	15 January 2024	11054.79	10.55%	10.55%	11.38%	118/210
3 Year	14 January 2022	13020.75	30.21%	9.20%	11.02%	137/210
5 Year	15 January 2020	18414.73	84.15%	12.99%	14.73%	121/205
Since Inception	9 October 1995	271263.50	2612.64%	11.93%	12.35%	132/210

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 February 2024	1,20,000	122213.71	1.84%	1.84%
3 Year	1 February 2022	3,60,000	435650.87	21.01%	6.56%
5 Year	3 February 2020	6,00,000	847298.03	41.22%	7.15%
10 Year	2 February 2015	12,00,000	2300118.06	91.68%	6.72%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.62%

Standard Deviation

0.69%

Beta

0.51%

Sharpe Ratio

0.10%

Treynor's Ratio

1.04%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	5.90%	33000000	4229.44	Equity	Banks
Bharti Airtel	5.54%	25000000	3969.38	Equity	Telecomm-Service
Divi's Lab.	4.26%	5000000	3049.40	Equity	Pharmaceuticals
HDFC Bank	4.21%	17000000	3013.84	Equity	Banks
Infosys	3.94%	15000000	2820.00	Equity	IT - Software
St Bk of India	3.66%	33000000	2623.34	Equity	Banks
Interglobe Aviat	3.63%	5715378	2602.93	Equity	Air Transport Service
Solar Industries	3.51%	2567093	2511.46	Equity	Aerospace & Defence
Reliance Industr	3.39%	20000000	2430.90	Equity	Refineries
MRF	3.10%	170000	2220.79	Equity	Tyres

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Aggressive Hybrid Fund - Direct (G)	598.27	-6.04%	-5.03%	1.64%	20.81%	14.90%
Invesco India Aggressive Hybrid Fund - Direct (IDCW)	598.27	-6.05%	-5.04%	1.61%	20.73%	14.83%
JM Aggressive Hybrid Fund - Direct (Bonus)	762.93	-7.61%	-8.20%	-5.70%	17.60%	20.23%
JM Aggressive Hybrid Fund - Direct (Half-Bonus)	762.93	-7.61%	-8.20%	-5.70%	17.60%	20.23%
JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)	762.93	-7.61%	-8.20%	-5.70%	17.60%	20.23%

News

SBI MF announces change in Fund Manager of the following schemes

SBI Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 27 December 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
SBI Liquid Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Overnight Fund	Mr. R. Arun	Mr. Ranjana Gupta and Mr. Tejas Soman (Co-Fund Manager)
SBI Savings Fund	Mr. R. Arun and Mr. Rajeev Radhakrishnan (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Magnum Ultra Short Duration Fund	Mr. R. Arun and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)	Mr. Rajeev Radhakrishnan and Mr. Ardhendhu Bhattacharya (Co-Fund Manager)
SBI Magnum Low Duration Fund	Mr. Rajeev Radhakrishnan and Mr. R. Arun (Co-Fund Manager)	Mr. Rajeev Radhakrishnan
SBI Arbitrage Opportunities Fund	Mr. Neeraj Kumar (Equity Portion) Mr. R. Arun (Debt Portion)	Mr. Neeraj Kumar (Equity Portion) Mr. Ardhendhu Bhattacharya (Debt Portion)

Powered by Capital Market - Live News

SBI MF announces change in the Benchmark of Fixed Maturity Plan under its schemes

SBI Mutual Fund has announced change in the benchmark Fixed Maturity Plan of SBI Mutual Fund with effect from January 01, 2025.

Change in name of Benchmark of Fixed Maturity Plan

Powered by Capital Market - Live News

SBI Mutual Fund announces change in Exit Load Structure

SBI Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 19 December 2024

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
SBI Long Duration Fund	For exit on or before 90 days from the date of allotment-0.25% For exit after 90 days from the date of allotment - NIL	NIL

Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

30 August 1995

Total AUM (Cr)

₹71635.79

SBI Equity Hybrid Fund (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 30 August 1995, this fund is managed by R Srinivasan. With assets under management (AUM) worth ₹71,635.79 (Cr), as of 16 January 2025, SBI Equity Hybrid Fund (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.93% since its launch.
The current NAV of SBI Equity Hybrid Fund (G) is ₹272.78, as on 16 January 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in SBI Equity Hybrid Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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. The fund has generated 9.20% and 12.99% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 75.96% in Equity, 23.67% in Debt and 0.36% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 26.52% in Debt, 15.55% in Banks, 6.44% in Telecom-Services, 5.68% in Finance, 5.51% in IT-Software

FAQs

How to Invest in SBI Equity Hybrid Fund (G) Direct Growth?

SBI Equity Hybrid Fund (G) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 11.93% since inception. Looking to invest in SBI Equity Hybrid Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in SBI Equity Hybrid Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, SBI Equity Hybrid Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in SBI Equity Hybrid Fund (G) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has SBI Equity Hybrid Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, SBI Equity Hybrid Fund (G) has generated annualised return of 10.55%. In the long-term, the fund has generated 9.20% and 12.99% in 3 and 5 years respectively. Since its inception, the fund has generated 11.93% returns.

What is the expense ratio of SBI Equity Hybrid Fund (G) Direct Growth?

The expense ratio of SBI Equity Hybrid Fund (G) Direct Growth is 1.40%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of SBI Equity Hybrid Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of SBI Equity Hybrid Fund (G) is ₹71,635.79 (Cr) as of 2025-01-16 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from SBI Equity Hybrid Fund (G) Direct Growth?

Redeeming or selling units of SBI Equity Hybrid Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from SBI Equity Hybrid Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case SBI Equity Hybrid Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Scheme Name	Existing Benchmark	Revised Benchmark
SBI Fixed Maturity Plan (FMP) - Series 1 (3668 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 6 (3668 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 34 (3682 Days)	CRISIL Long Term Debt Index	CRISIL Long Term Debt A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 42 (1857 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 44 (1855 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 45 (1840 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 46 (1850 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 49 (1823 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 50 (1843 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 51 (1846 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 52 (1848 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 53 (1839 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 54 (1842 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 55 (1849 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 57 (1835 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 57 (1842 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 58 (1835 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 59 (1618 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 61 (1927 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index
SBI Fixed Maturity Plan (FMP) - Series 67 (1467 Days)	CRISIL Medium to Long Term Debt Index	CRISIL Medium to Long Term Debt Index A-111 Index