Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Item: Sbi Equity Hybrid Fund Regular Idcw Reinvestment
Rating: 4
Author: RankMF

Hybrid Generate Income and create wealth

 Aggressive Hybrid Fund
Category Rank
Rating
Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes
Fund
Fund sahi hai
Time to Invest
NAV

								45.0184

							(08/06/2023)

	                                    L
	                                      52Wk
	                                    H
	                                  
	                                38.93
	                                
	                                45.22

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Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Hybrid

Aggressive Hybrid Fund

Generate Income and create wealth

Rank

Fund

Fund sahi hai

NAV

45.0184
(08/06/2023)

Time to Invest

Rating

Its expense ratio is lower than most other funds in the category
It's ability to generate return by taking relatively lower risk is much better than other funds in the category
The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes

	L 52Wk H
38.93		45.22

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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. .

Category
Hybrid - Aggressive Hybrid Fund
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
1.92%
3M
6.25%
6M
0.79%
 Annualised
1Y
10.54%
3Y
17.41%
5Y
10.75%

Historical NAV

NAV for scheme SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is

Growth of 10,000

An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

AUM

56299.86 Cr

Sbi Equity Hybrid Fund Regular Idcw Reinvestment AUM is 1067% higher than other schemes in the category

Load

Entry Load - NIL

Exit Load - Nil for 10% of investments and 1% for remaining investment on or before 12M Nil after 12M

Lock In Period - NIL

Expense Ratio

1.52%

Turnover Ratio

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SBI EQUITY HYBRID FUND REGULAR IDCW REINVESTMENT

Rating

NAV

45.0184 (08/06/2023)

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

The above return is the average return for a 5 year period if you had begun SIP or SmartSIP+ anytime on or after 1st Jan 2005. Results as on 9th June 2023. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. There is no guarantee on performance. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Invest Now

Choose a SmartSIP Plan for Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00% Higher Returns
Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount of your SIP in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SmartSIP+ works.

We recommend

Average Return (XIRR p.a.)

Buy Low and Sell High like smart investors based on Margin of safety in the markets.
Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. Click here for details on how SmartSIP works.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000

Compare Corpus

What is SmartSIP?

Compare SmartSIP plans v/s normal SIP?

Frenquently Asked Questions?

Invest Now

Choose a SIP Plan for Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Average Return (XIRR p.a.)

Get upto 0.00%
Invest and Buy more units than normal SIP when markets are down
Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP
Step 2: Invest twice the amount in months when markets are cheaper.
Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Click here for details on how SIP+ works.
Advantages

Higher Returns than normal SIP on absolute and risk adjusted basis
Higher Realizable value of invested amount
Lower Risk since money is allocated to liquid schemes in expensive times

We recommend

Average Return (XIRR p.a.)

Invest a fixed amount in the scheme on a fixed date irrespective of market valuations
You invest equal amount when markets are cheap and expensive to get average price for units over time.

Compare Corpus

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Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top SBI Mutual Funds

Mutual Funds

Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Sbi Equity Hybrid Fund Regular Idcw Reinvestment

Overview

Performance

SIP

Portfolio

Strength

Manager & Other Details

Risk of the fund

AUM

Load

Expense Ratio

Turnover Ratio

Related Funds

Top Ranked Funds

Top SBI Mutual Funds

Mutual Funds

Timer STP

Invest Now

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