SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth of SBI Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.47

Age

NA Years

Fund Manager

R Srinivasan

AuM (Rs Crores)

27304.6656

Asset Class

Hybrid-Equity

Net Asset Value:

134.6055

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

.16 Times

Fund Manager Details:

R Srinivasan M.Com., MFM from University of Bombay. Mr. Srinivasan is M.Com and MFM.Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

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.

Top Holdings:

  • Banks (17.86)
  • Finance (8.29)
  • IT - Software (5.67)
  • Pharmaceuticals (4.24)
  • Auto Ancillaries (2.98)
  • Telecomm-Service (2.37)
  • Tobacco Products (2.26)
  • Refineries (2.8)
  • FMCG (2.7)
  • Infrastructure Developers & Operators (2.5)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition