Comprehensive analysis of SBI Equity Hybrid Fund - Direct (IDCW) (16410) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Low Expense Ratio
Diversified
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Market exposure level
Historical performance consistency
Fund management costs
Assets under management
Risk-adjusted returns
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.00% |
| TREPS | Debt Others | 4.51% |
| GSEC2034 | Govt. Securities | 4.37% |
| Bharti Airtel Ltd | Telecomm-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% |
Compare against Aggressive Hybrid Fund category average
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
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1698.29 | 12.80% | 0.68% | 13.59% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1514.87 | 12.36% | -0.09% | 12.72% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹485.64 | 11.43% | -1.97% | 12.47% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹454.09 | 15.54% | -4.68% | 12.89% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹438.49 | 13.99% | 4.57% | 20.12% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹432.03 | 10.90% | -2.88% | 11.41% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹428.40 | 9.78% | -1.05% | 16.47% |
| Quant Aggressive Hybrid Fund (G) | ₹416.16 | 14.78% | -5.93% | 11.34% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹405.35 | 13.43% | 1.59% | 14.50% |
| DSP Aggressive Hybrid Fund - Direct (G) | ₹398.04 | 10.50% | 2.60% | 16.30% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.