SBI Equity Hybrid Fund Regular Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
12.37
%
12.37
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
65010
NAV:
Mar 7, 2024
248.688
Sector
Tech
Type
Other_schemes
Launched
Jan 2005
Min Investment
1000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
7.11
%
Reliance Industries Ltd
5.42
%
Infosys Ltd
5.4
%
Bharti Airtel Ltd
5.35
%
State Bank of India
5.06
%
HDFC Bank Ltd
4.53
%
MRF Ltd
4.05
%
Divi's Laboratories Ltd
3.7
%
Bajaj Finance Ltd
3.51
%
InterGlobe Aviation Ltd
3.39
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Equity Hybrid Fund Regular Growth
More details
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. However, there can be
no assurance that the investment
objective of the scheme will be achieved.
Please check investment objective for all
schemes
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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