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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 224.91 0.21 % 1-D Change
Returns
15.21% p.a.
You get upto 0.71% extra returns
ET Money's Fund Report Card - SBI Equity Hybrid Fund
ET Money Rank
11
Out of 30
Performance Quality
Good
Generated returns consistently
3/5
Increased returns for each unit of additional risk
3/5
Downside Protection
Very Good
Controlled losses during market corrections
3/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | 11 Out of 30 |
| VRO Rating | |
| Expense ratio | 0.83% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 55,268 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | CRISIL Hybrid 35+65 Aggressive |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 1000 |
About SBI Equity Hybrid Fund
SBI Equity Hybrid Fund Direct Plan-Growth is a Aggressive Hybrid mutual fund scheme from
Sbi Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. SBI Equity Hybrid Fund Direct Plan-Growth has ₹55,268 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.83%, which is less than what most other
Aggressive Hybrid
funds charge. Currently, the fund has a 66.08% allocation to equity and 25.02% to Debt.
.....
- SBI Equity Hybrid Fund Direct Plan-Growth returns of last 1-year are 4.45%. Since launch, it has delivered 15.23% average annual returns. The fund has doubled the money invested in it every 6 yrs.
- SBI Equity Hybrid Fund Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
- The fund's equity portion is primarily invested in Financial, Healthcare, Services, Metals & Mining, Automobile sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in GOI, ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Reliance Industries Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 50.18%
Mid Cap 13.75%
Small Cap 2.15%
Other Cap 0%
Allocation by Sector
Financial 20.47%
Healthcare 7.43%
Services 5.83%
Metals & Mining 4.76%
Top Debt Holdings
GOI 16.25%
Indian Bank 0.99%
Andhra Pradesh State 0.65%
LIC Housing Finance Ltd. 0.58%
Allocation by Credit Quality
SOV 17.64%
Cash & Call Money 8.75%
AAA 3.41%
AA 1.7%
Allocation by Instruments
GOI Securities 16.27%
Reverse Repo 7.47%
Debenture 3.95%
State Development Loan 1.37%
Other Holdings
Others 0.31%
Comparison with aggressive hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Absolute Fund | 19.95% | ||
| ICICI Prudential Equity & Debt Fund | 14.88% | ||
| ICICI Prudential Thematic Advantage Fund (FOF) | 14.51% | ||
| Baroda BNP Paribas Aggressive Hybrid Fund | 13.84% | ||
| Canara Robeco Equity Hybrid Fund | 12.97% | ||
| Edelweiss Aggressive Hybrid Fund | 12.67% | ||
| SBI Equity Hybrid Fund | 12.53% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.48% | 2.01% | 25 / 31 |
| 3 months | 10.97% | 12.49% | 29 / 31 |
| 6 months | 4.06% | 7.17% | 28 / 31 |
| 1 year | 4.27% | 4.85% | 16 / 31 |
| 3 years | 16.39% | 17.81% | 20 / 29 |
| 5 years | 12.53% | 11.6% | 10 / 23 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
SBI Equity Hybrid Fund
HYBRID AGGRESSIVE HYBRID
The scheme seeks 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.
- Std. Dev : 16.05
- Alpha : 1.63
- Beta : 0.85
- Sharpe : 0.82
- Sortino : 0.86
-
R. Srinivasan
Mr. Srinivasan is M.Com and MFM.
Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
-
Dinesh Ahuja
Mr. Ahuja is a B.Com (H) and MMS (Finance).
Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
SBI Mutual Fund
TOTAL AUM:
₹6,48,641 Crs
As on Jun 30, 2022
- Phone: 022-61793000 / 1800-425-5425
-
Address: 9th Floor-Crescenzo, C-38 & 39-
G Block, Bandra-Kurla Complex,
Bandra (East)
Mumbai, 400051
