1 Year Return
as 21st Jan 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
1.00% if redeemed within 12 months.
|Fund Managers||R. Srinivasan, Dinesh Ahuja|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderately High risk|
|HDFC Bank Ltd||7.24%|
|Bharti Airtel Ltd||4.24%|
|State Bank of India||4.22%|
|Kotak Mahindra Bank Ltd||4.20%|
|Axis Bank Ltd||3.82%|
The fund is an aggressive hybrid plan which seek out to offer investors long term capital appreciation. The scheme will invest in a varied selection of high-risk business growth and stabilize the risk by investing in fixed income securities.
It is an aggressive hybrid funds, which invest in a mixture of equity and debt.
It has an excellent track record of disbursing dividends on a regular basis.
It is ideal for those who are looking for investment.
The fund is ideal for people looking for regular income from investment.
Funds Info and Statistics of SBI equity hybrid fund:
Inception and launch date:
The fund was launched on 31st December 1995.
The risk level associated with such fund is moderately high.
Their respective units can be redeemed only after the expiry of the lock-in period from the date of allotment of units. Under normal conditions, the fund house will dispatch the redemption process within 10 business days from the day of recipient of request.
The fund is managed by MR. R and Mr. Dines Ahuja. Mr. R. Srinivasan is the head of the SBI Mutual fund with more than 16 years of rich experience in the financial world. Previously, he was associated with Principal PNB AMC, & Co, Indosuez WI and Motilal Oswal.
There is no entry load with the fund. But they charge 1% exit load fees, if the redemption is in excess of 10% before 365 days.
About SBI Mutual Fund:
SBI is one of the leading names in Indian banking sector. SBI Mutual Fund is a joint venture between SEBI and (a European asset management company), which is one of the world's leading fund management companies. It offers a wide variety of mutual funds suitable for different types of investor.