Insights of SBI Equity Hybrid Fund

Mutual Fund

SBI Equity Hybrid Fund is an open-ended hybrid fund. Earlier this fund was named as SBI Magnum Balanced Fund.The investment objective of SBI Equity Hybrid Fund is to invest in both equity and debt securities to generate long-term capital. SBI Equity Hybrid Fund invests in high growth company equity stocks and in fixed income securities to adjust the risk. 

SBI Equity Hybrid Fund is managed by Mr. R. Srinivasan and Mr. Dinesh Ahuja. The risk profile of SBI Equity Hybrid Fund is moderately high as it invests in a mix of equity and debt fund. You can invest in SBI Equity Hybrid Fund sip mode for a minimum of Rs. 500. 

Investment Strategy for SBI Equity Hybrid Fund

  • SBI Equity Hybrid Fund under SBI fund house invests 67.87% in equity stocks, out of which 47.73% in large cap, 11.78% in mid cap and 7.94% in small cap stocks.
  • In order to minimize the risk, SBI Equity Hybrid Mutual Fund invests 23.89% in debt securities out of which 20.2% in low-risk securities and 2.77% in government securities.
  • If you want to earn a regular income, you can invest in SBI Equity Hybrid Fund regular dividend option.
  • In order to earn a higher return you can opt for, SBI Equity Hybrid Fund growth option.
  • SBI Equity Hybrid Fund provides long-term capital appreciation with minimized risk.
  • SBI Equity Hybrid Fund investment is ideal for those who wants to earn a good amount of return with exposure to both equity and debt market.
  • SBI Equity Hybrid Fund regular dividend option has a descent record of dividends on a regular basis.
  • SBI Equity Hybrid Fund offers high return because of equity exposure and adjusted return because of debt exposure.

Top 5 Sectors of SBI Equity Hybrid Fund

S.No.Holding NameNet Assets (in %)
2Bank – Private14.29
5IT – Software4.99

(as on 29/03/2019)

Top 10 Holdings of SBI Equity Hybrid Fund

S.No.Holding NameNet Assets (in %)
1HDFC Bank Ltd.5.91
3State Bank of India4.24
4Kotak Mahindra Bank Ltd.3.91
5Infosys Ltd.3.5
6Reliance Industries Ltd.3.09
7Divi’s Laboratories Ltd.2.79
8Bharti Airtel Ltd.2.39
9ITC Ltd.2.37
10Bajaj Finance Ltd.2.37

(as on 29/03/2019)

SBI Equity Hybrid Details

Launch Date- December 31, 1995
Fund Manager- Mr. R. Srinivasan, Mr. Dinesh Ahuja
Risk- Moderately High
Benchmark- CRISIL Hybrid 35+65- Aggressive Index
Return Since Launch- 16.06%
AUM- Rs. 27907.27 crore (as on 28th Feb, 2019)
Following is the performance of SBI Equity Hybrid Fund-  

VR Balanced TRI14.3914.2912.0513.76
Rank within Category61349
Number of funds in category33292421
As on Mar 29, 2019

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