SBI Equity Hybrid Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of SBI Equity Hybrid Fund (IDCW) (133) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Equity Hybrid Fund (IDCW)
SBI Funds Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Diversified
Management
Experienced Team
Quality Score
Average Quality
SBI Equity Hybrid Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.00% |
| TREPS | Debt Others | 4.51% |
| GSEC2034 | Govt. Securities | 4.37% |
| Bharti Airtel Ltd | Telecom-Service | 4.18% |
| ICICI Bank Ltd | Banks | 4.00% |
| Kotak Mahindra Bank Ltd | Banks | 3.56% |
| Solar Industries India Ltd | Aerospace & Defence | 3.27% |
| MRF Ltd | Tyres | 3.23% |
| Divis Laboratories Ltd | Pharmaceuticals | 3.14% |
| Infosys Ltd | IT - Software | 2.91% |
Sector Breakdown
Compare against Aggressive Hybrid Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
SBI Equity Hybrid Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1741.88 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1552.40 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹497.97 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹474.11 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹451.40 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹442.53 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹438.83 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹433.87 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹416.58 | 13.43% | 1.59% | 14.50% |
| UTI-Aggressive Hybrid Fund (G) | ₹407.38 | 9.42% | -1.69% | 15.74% |
Category Average Returns
R Srinivasan
A seasoned investment professional with over 30 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.